Bob Budreika
Bob’s experience in the financial services industry dates back to 1988 when he took a change in direction after 10 years in the transport industry. Based in Gawler, Bob owned a successful Financial Planning practice with clients predominantly located in the town and throughout the mid-north region of South Australia.
After selling the business in 2004, he took some time out of the industry to explore the seniors finance market and now also runs the separate business, Seniors Monetary Solutions.
It was only in his few years away from financial planning, which gave Bob the opportunity to look back with fresh eyes at an industry which appeared to be based on outdated models and methods.
This observation gave Bob a new enthusiasm to re-enter the financial planning industry and in January 2008, Planning for Prosperity was established.
“The common theme between financial services and the transport industry is my enjoyment in dealing personally with people. I believe financial planning is really about understanding the person I am dealing with, their concerns and what they‘d like to achieve.”
Because of my experience in small business, I can empathise with those who are in the ‘same boat.’ The thing that is so common with these people is that they are busy and generally time poor. Our focus is on practical solutions and strategies that will make a difference to their lives, now and in the future. This is a very different approach to just purchasing financial products.
Our industry is evolving and we place importance on further education to keep abreast of changes so that our advice is relevant and meaningful to our clients.”
Bob loves his work and feels that the combination of experience, knowledge and enthusiasm is where he can make a real difference.
Daniel Budreika
Daniel began his career in the financial services industry in 2006 as a Paraplanner. He joined Planning for Prosperity in August 2008 with the opportunity of building a client base from the ground-up, with fresh ideas and a new business model. He became a licensed financial adviser with Securitor at the beginning of 2009.
He sees that there is a gap in the market for people who need financial advice but don’t get serviced properly, simply because they have little or no money to invest.
“I struggle to understand how this is relevant. Does the tennis player with the most tennis balls need the most coaching? The two are unrelated. Largely due to the focus of the industry itself, there is a misconception that financial planning is all about investing, when quite often there are many other issues that must be uncovered and addressed before this takes place.”
Daniel has a passion for helping younger people realise the importance of planning for their future now and putting them on a path that has purpose and awareness going forward.
In 2006, Daniel obtained his Diploma of Financial Services (Financial Planning) and is currently completing a Bachelor of Applied Finance at the University of South Australia on a part time basis.
Bob’s experience in the financial services industry dates back to 1988 when he took a change in direction after 10 years in the transport industry. Based in Gawler, Bob owned a successful Financial Planning practice with clients predominantly located in the town and throughout the mid-north region of South Australia.
After selling the business in 2004, he took some time out of the industry to explore the seniors finance market and now also runs the separate business, Seniors Monetary Solutions.
It was only in his few years away from financial planning, which gave Bob the opportunity to look back with fresh eyes at an industry which appeared to be based on outdated models and methods.
This observation gave Bob a new enthusiasm to re-enter the financial planning industry and in January 2008, Planning for Prosperity was established.
“The common theme between financial services and the transport industry is my enjoyment in dealing personally with people. I believe financial planning is really about understanding the person I am dealing with, their concerns and what they‘d like to achieve.”
Because of my experience in small business, I can empathise with those who are in the ‘same boat.’ The thing that is so common with these people is that they are busy and generally time poor. Our focus is on practical solutions and strategies that will make a difference to their lives, now and in the future. This is a very different approach to just purchasing financial products.
Our industry is evolving and we place importance on further education to keep abreast of changes so that our advice is relevant and meaningful to our clients.”
Bob loves his work and feels that the combination of experience, knowledge and enthusiasm is where he can make a real difference.
Daniel Budreika
Daniel began his career in the financial services industry in 2006 as a Paraplanner. He joined Planning for Prosperity in August 2008 with the opportunity of building a client base from the ground-up, with fresh ideas and a new business model. He became a licensed financial adviser with Securitor at the beginning of 2009.
He sees that there is a gap in the market for people who need financial advice but don’t get serviced properly, simply because they have little or no money to invest.
“I struggle to understand how this is relevant. Does the tennis player with the most tennis balls need the most coaching? The two are unrelated. Largely due to the focus of the industry itself, there is a misconception that financial planning is all about investing, when quite often there are many other issues that must be uncovered and addressed before this takes place.”
Daniel has a passion for helping younger people realise the importance of planning for their future now and putting them on a path that has purpose and awareness going forward.
In 2006, Daniel obtained his Diploma of Financial Services (Financial Planning) and is currently completing a Bachelor of Applied Finance at the University of South Australia on a part time basis.
