A: 446 Nepean Highway, Parkdale VIC 3193

Our Services

Prosperity Financial Planning offers a high quality, personalised service.

Strategies offered in:

  • investment advice
  • insurance solutions (Life, TPD, Trauma and Income Protection)
  • superannuation strategies
  • pre-retirement planning
  • retirement planning
  • estate planning

Initial one hour consultation will be charged at $220, and we can meet at our office or your home or place of business as required, business hours or after hours. If we agree to proceed with a financial plan, the fee for the initial meeting will not be charged.

  • Designing your plan
  • Implementing your plan
  • Ongoing reviews
  • State of the Art Financial software
  • Integrity of Data and Security of Personal Information