Planning for Prosperity featured in Planning Industry Website

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Planning for Prosperity featured in Planning Industry Website

Planning for Prosperity was recently featured in financial planning industry website, Professional Planner.  The article discusses the reasons for adopting our business model, internal processes and how this benefits our clients.  It contains a bit of industry jargon but the context can be understood. Read the article here   Read More >

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    “With the advice we needed we were able to save thousands of dollars in fees and taxes relating to our superannuation alone. We restructured finances to better reflect our personal and family goals”

    “Right from my first meeting with Planning for Prosperity, Daniel was very open with me and has taken me through the process carefully and caringly with the aim to provide the best financial advice.”

    “They investigate and consider an array of options and variables, of which some we had not considered… It is a complete package that we feel confident and secure in, with our financial matters being optimally managed within a very open, approachable and professional environment.”

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