Personal. Caring. Thorough

Financial advice encompassing your entire situation

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Providing security and peace of mind to retirees since 2008

Planning for Prosperity is an established financial planning firm that specialises in providing strategic advice to those who are actively approaching or have already reached retirement and are looking to take action with positive changes to their financial situation.

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.

We are fussy about what we do and are always personal, caring and thorough.

Make your assets work harder

Testimonials

Before meeting Daniel I was not sure about my financial future and was not sure about growing my assets with a view to retirement. With the great financial crisis of 2008 I had lost a sizeable sum of money and was ready to remove myself from investments in general.

GORDON EVANS, Adelaide

The strategies that have been put in place by Daniel and his team has made me feel very positive moving forward. I have great faith in the advice that I receive and would recommend their services without hesitation. They really are a wonderful people to deal with.

SUE BAILEY, ADELAIDE

Bob and Daniel were recommended to us by family members who have been seeing them for some time. Their listening skills, compassion and expertise is second to none.

TIM AND LINDA JONES, ADELAIDE

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