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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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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