Prior to enlisting the services of Bob and Daniel we were stumbling along with succession planning, personal financial planning and attempting to understand the superannuation investments that we had.
If there was a just-in-time scenario, it was us. 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, and moved on with our succession planning after family consultations facilitated by Bob and Daniel.
We received exceptional service. Professional, prompt, thorough and fair to all involved. Bob and Daniel took the extra time needed to understand a complex family business.
Now I know we are doing the best we can for ourselves and our family. The trust and friendship developed with Bob and Daniel allows us to work together towards common goals
Karen and Graham Warren, Yorketown
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.
With only a few years before my retirement, Daniel has placed a light at the end of the dark financial tunnel I was facing.
Planning for Prosperity assisted me in making the right choices regarding my superannuation and personal debt.
Working with Bob and Daniel is great. They are approachable, friendly and show genuine concern for our needs and goals. It has been their service and knowledge that has helped us to build our business and plan for the future.
They investigate and consider an array of options and variables, of which some we had not considered. For example, providing ongoing support and advice in operating a Self Managed Super Fund to maximise our tax benefits.
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.
Damien & Amy Tiller, Port Pirie
Absolutely love the fact that we are in control of what we are paying for, I have been looking for a unique service provider of this kind for some time and can highly recommend Bob and Daniel for their caring personal touch.
Communications is paramount in any business and most of us think we are in control and are communicating with family or business partners. We found that this was not the case, so now the barriers have been torn down and everyone is on the same page.
I can’t believe the difference this has made to my relationship with my family in particular.
Chris Lehmann, Kimba
The difference we found with Bob and Daniel are that they really, really (& I mean really!) felt how it is for us in our situation on a personal level and looked at every possible option for us. We feel they go above and beyond ‘the job’, which means a great deal to us. Our outlook now is much more positive and we feel we are able to make actual plans, which we didn’t feel we could before.
Kerri & Darren Greig, Birdwood