About us

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

Planning for Prosperity is a new breed of fee-for-service financial planning firm that specialises in servicing rural business people and individuals.  We find these groups of people tend to be very good at what they do but often get caught up in the day-to-day operations and are too busy to keep track of where they are ultimately heading.  On their own, they are unaware of what strategies are available to improve their financial position.

Unlike the vast majority of financial planners, we do not focus all of our attention on your investments and insurance.  While we have a strong philosophy in these areas, our specialty is strategic financial advice that encompasses your entire situation.  We’re able to add far greater value to our clients’ overall position by identifying their goals and utilising the appropriate financial strategies that will help to achieve them, rather than focusing on products.

We charge flat, transparent fees, which means we have no vested interest in taking control of your money.  The advantage of this is two-fold: (1) It broadens the advice and strategies at our disposal beyond always needing to direct people into financial products, and (2) Clients can truly measure if they are receiving value or not.

If your situation requires the further expertise of other professionals, such as accountants or lawyers, we will introduce you to the best people to support your plan. We have defined our business simply, so that there is honesty and accountability in the service we offer.

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 to clients.

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 is an Authorised Representative of NEO Financial Solutions Pty Ltd.  AFSL 385845. Download his FSG Part 2 here.

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 is an Authorised Representative of NEO Financial Solutions Pty Ltd. AFSL 385845. Download his FSG Part 2 here.

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.

 

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