We are passionate about helping our clients make informed decisions about their financial needs through guidance and mentoring
The Prosperity Group Financial Services are a financial planning business servicing the Corowa, Wangaratta, Albury-Wodonga and Yarrawonga areas.
Lisa Steel is the principal adviser and founder of The Prosperity Group, and has been designated as a CERTIFIED FINANCIAL PLANNER® practitioner. The Prosperity Group Financial Services is an FPA Professional Practice and is committed to upholding the FPA’s Code of Professional Practice.
For more information about the FPA, its Code of Ethics and How working with a Financial Planner could help you, please refer to the FPA website.
We provide a comprehensive range of financial planning services including:
- Superannuation advice
- Investment advice
- Cashflow and budgeting
- Retirement planning
- Personal insurance
- Business insurance
Lisa loves being in business and enjoys working with her staff and her clients. She prides herself on being genuinely interested in all her clients and explaining complex issues simply and in everyday language. In terms of qualifications, Lisa has over 13 years financial planning experience, is a Certified Financial Planning and holds both a Diploma and Masters Degree in Financial Planning. The Prosperity Group Financial Services has recently become a Financial Planning Association of Australia (FPA) Professional Practice.
Since starting our business in 2008, we have been able to grow organically through word of mouth and referrals from our existing clients and business partners. Lisa only works with clients where she feels she can add significant value and she believes clients like the fact that she owns the business and lives locally.
When not at work Lisa loves to spend time with her husband Simon and young daughters Tilly and Lucinda. She loves to travel, keep fit and is a committed life long learner. She is now a swimming, netball, dancing and drama fan – following her children’s interests and is the Board Chair and P & F Treasurer at her children’s local school.
The first meeting with Lisa is complimentary and all further work is quoted on a fee for service basis. To book at obligation free appointment with Lisa please call the office or email us here.
Sally has been part of The Prosperity Group Financial Services family since July 2010, having previously worked at a local accounting firm in both accounting and financial planning.
Sally has recently completed her Advanced Diploma in Financial Services and she works closely with Lisa in developing strategies and written advice for our clients.
Sally loves every aspect of her job especially the fact that every clients situation is unique and every client is working towards a more secure financial future in a different way. She also enjoys the always-progressing and changing nature of the financial planning industry and the continued opportunities to learn new skills and new strategies to assist our clients.
Sally’s lives in Corowa with her husband Leigh and has two young sons Rory and Nate and enjoys spending time following the boys sport and school commitments.