Farming and Rural
At Planning for Prosperity we put a special focus on clients working in primary industry, including those who might find it tricky to make it into the city regularly. In fact, we have over 20 years experience working with farmers, so we talk... your language. Many city dwellers view country living as the ‘Simple Life’, but we recognise that although the rural lifestyle is idyllic in many ways, it also carries with it significant financial challenges can often be more complex than those faced by city based employees...
Wealth Protection
Insurance is an essential part of the Planning Process that we undertake with all clients. You never know what life will throw your way, so putting protection in place for you and your family is just common sense. Naturally the final decision on whether to insure or just take your chances will be left to you but any financial advice would be incomplete if we didn’t at least present..
Self Managed Super
The combined effect of the aging population and the recent global financial crisis means that Australians have never had a harder time securing a comfortable retirement. It’s a common misconception; that having a super fund with low fees or the one with the best performance will be enough to secure your retirement. Many people are looking deeper and considering alternative retirement options such as owning property inside their own Self Managed Super fund. Self Managed Superannuation is being promoted by accountants and other professionals as an alternative solution to boosting your retirement prospects. But we’d like to cut through all the hype and give you the simple facts you need to know about Self Managed Super Funds; the benefits, the drawbacks and who should have a Self Managed Super fund. Why Self Managed Super? Self Managed Super funds have 4 major advantages over their Retail Super Fund counterparts which can make them the preferable vehicle ...
Introduction by Bob Budreika
We are proud to share with you our thoughts and ideas on a range of financial planning topics - aimed at you, the 'everyday person'. To begin your journey, we recommend starting with our video, 'What is financial planning?'