Financial Planning

Financial Planning

Financial Planning can mean different things to different people depending on your life stage and personal situation.

At the Prosperity Group Financials Services, we typically help our clients with the following areas of advice:

  • Budgeting and cashflow management
  • Investment advice including where to invest, how to invest, tax considerations for investing
  • Investing for a special event such as children’s education, holidays
  • Personal Insurances including Life, Total & Permanent Disability (TPD), Critical Illness, Child Critical Illness, Income Protection & Business Expenses Insurance
  • Superannuation advice including consolidation of funds, investment advice within your superannuation account, salary sacrifice advice, after tax contributions, beneficiary nominations
  • Self-Managed Superannuation Advice including is a Self-Managed Super Fund right for you, Ownership Structure, Investment and Insurance advice within a SMSF
  • Retirement Planning including Investment and Superannuation advice, assistance with Centrelink
  • Business Succession Planning

If you are in need of Financial Planning advice to secure the future for you and your family 

Contact us on: 02 6033 2077