About us

The Prosperity Group Financial Services are a financial planning business servicing the Corowa, Wangaratta, Albury-Wodonga and Yarrawonga areas.

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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.

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