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

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