About us

When we established Planning for Prosperity in 2008, we brought together over 20 years of combined background in financial advice – and a vision.

Planning for Prosperity is a new breed of financial planning firm that specialises in providing strategic advice to those who are pro-actively looking to take action and make a positive difference to their financial situation.

Unlike the vast majority of financial planners, our engagement goes much broader than your investments and insurance.  While we have strong philosophies in these areas, our speciality is strategic financial advice that encompasses your entire situation.  We’re able to add far greater value to your overall position by identifying your goals and utilising the appropriate financial strategies that will help you to achieve them, rather than focusing on products.

If your situation requires the further expertise of other professionals, we will work with your existing accountant or lawyer to achieve the best outcome or introduce you to the right people to support your plan.

We have defined our business simply so that there is honesty and accountability in the services we offer. Learn more about our advice process here.

Our industry is ever evolving and we place great importance on further education to keep abreast of changes so that our advice is always relevant and meaningful.

Bob Budreika

portrait-bob“’I believe that only through truly having a clear understanding and appreciation of a person’s circumstances and what’s most important to them that I can provide meaningful and effective advice.  This is exactly how I would want to be treated.’”

Read more about Bob here .

Bob Budreika is an Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523.

Bob’s Qualifications

  • Diploma in Financial Planning
  • Professional Certificate in Self Managed Superannuation Funds
  • Certificate IV in Financial Services (Finance/Mortgage Broking)
  • Member, SMSF Association
  • AFP® member of the FPA
  • Member of the FBAA (Finance Brokers Association of Australia)

In my free time I enjoy attending Iyengar yoga.  I share a two-and-a-half acre property with my partner, which adjoins the Riesling Trail on the southern side of Clare.  This is our opportunity to escape from the city and become country folk for a few days.

Daniel Budreika

“One of our strengths is that we have two people of different ages and skill sets listening to a client’s situation.  The result is a very deep understanding of who we are dealing with.”

Read more about Daniel here.

Daniel Budreika is an Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523.

Daniel’s Qualifications

  • Bachelor of Applied Finance
  • Professional Certificate in Self Managed Superannuation Funds
  • Diploma of Financial Services (Financial Planning)
  • Member, SMSF Association
  • AFP® member of the FPA

Outside of work, I enjoy catching up with friends and closely following the AFL as a keen supporter of the Adelaide Crows.  My dream is to live off-grid and grow my own fruit and vegetables in an urban environment.  On a broader level, I have come to the realisation that I have a greater care for the world and its people more than I first thought.  With this in mind, I am passionate about taking a stance against greed, corruption and self-interest, particularly within the financial services industry.

 

Watch the latest FPA TV commercial below.