About Us

About Us

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. We also have offices located in Leeton and Melbourne.

Lisa Steel is the principal adviser and founder of The Prosperity Group, and has been designated as a CERTIFIED FINANCIAL PLANNER® practitioner.

The Services We Offer Include:

Managing Your Cashflow

  • Budgeting and Cashflow advice
  • Debt Consolidation
  • Salary Packaging
  • Tax Planning
  • Centrelink and Family Tax Benefit (Maximising) entitlements

Protecting your Lifestyle and Assets

  • Protecting your income
  • Providing a lump sum in the event of death, disability or serious illness
  • Estate Planning* (review of Wills, Powers of Attorneys, Testamentary Trust and Super beneficiaries)

Building Your Wealth

  • Maximising Superannuation benefits
  • Borrowing to invest (gearing)
  • Investing in shares and managed funds
  • Self Managed Superannuation Funds (SMSF)
  • Asset Structuring
  • Children’s Education funds

Business Insurance and Planning

  • Business Succession (voluntary and involuntary)
  • Partnership cover
  • Employee Superannuation

* Please note we do not provide Estate Planning Advice but work with Estate Planning professionals to ensure your Estate Planning needs are met

Contact us on: 02 6033 2077

OUR VALUES

“Our relationships with our clients are built upon mutual trust and respect”

OUR BUSINESS PHILOSOPHY

Choosing a Financial Planner is an important decision and we have a very simple business philosophy. We believe if we provide the most prudent and personalised advice by people who are both highly skilled and passionate about what they do and above all genuinely care for your outcomes, we will become a successful business whose services are continually sought by like-minded individuals.

OUR CORE VALUES

Our core values are the foundations of our business. These values guide our day to day workings and help set us apart from our competitors.

  • Flourish – continual development and improvement of our business and the services we offer to our clients
  • Respect – treating people with care and respect
  • Partnership – developing open and honest communication
  • Passion – genuine enthusiasm and interest in all we do
  • Fun – diverse and fun learning environment for our staff and clients

When choosing a Certified Financial Planner, contact The Prosperity Group. Contact us on 02 60332077

OUR MISSION

We help our clients make informed decisions and take action about their finances and their future.

We believe:

Knowledge gives you confidence

Knowledge gives you choice

Choice creates happiness

Happiness creates comfort