A Holistic Approach
Financial advice encompassing your entire situation
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Planning for Prosperity

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.

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Testimonials

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.

Kerri & Darren Greig, Birdwood

Planning for Prosperity assisted me in making the right choices regarding my superannuation and personal debt.


John Kelly

The trust and friendship developed with Bob and Daniel allows us to work together towards common goals.


Karen and Graham Warren, Yorketown

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