The Prosperity Group’s Service offer

Senior Couple Exercising In Park

We take our service commitments seriously and endeavour to always return your phone call within 24 hours

SERVICE OFFER
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