What We Offer
At Prosperity Wealth + Advice, we understand your financial goals are unique – that's why we provide customised, objective advice for each individual client.
Based on a process of open, intellectual conversation, we tailor our client plans to fit your personal and financial circumstances. This method ensures that our advice supports your interests and responsibilities and informs our decision-making.
Superannuation
Without a doubt, superannuation is one of the best ways to grow your wealth. Considering current and long-term tax advantages, the benefits of investing in your super can be enormous. However, different strategies should be employed depending on your stage in life. Prosperity can help accelerate the growth of your balance and support your financial freedom as you move towards retirement.
Life & Income Insurance
Let's be honest, life insurance can be confusing. With countless policy varieties, levels of cover and funding possibilities, deciding where to start can be challenging. Let us set up life and income insurance to protect you and your loved ones; it could be the difference between paying bills and maintaining the family home.
Investments
Have you received a windfall or looking to diversify your hard-earned wealth but don't want to lock away your money in super? Strategic investments accumulate wealth and provide the flexibility to withdraw your money when needed. The sooner you begin the process, the more opportunity you give compound interest to grow.
Self Managed Super Funds (SMSF)
A buzzword for many years, clients often ask about starting a Self Managed Super Fund. An SMSF is an excellent option if you're looking to purchase an investment or business property as it offers the choice of how to invest your retirement savings. We can help assess your options and advise on the super funds that best suit your needs.
Personal Lending
Securing the right loan is crucial for achieving your long-term financial goals. By carefully selecting and structuring a loan from a variety of lenders, you could save thousands in repayments and ensure that you stay on track with your long-term financial plan
Retirement Planning
You've worked hard your whole adult life to put yourself in a position to enjoy your retirement. But do you have enough to retire comfortably, and are you maximising your savings? Whether you are considering retirement soon or in the coming years, the best time to start planning is now. You can't put a price on peace of mind and financial security.