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. 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.
If your situation requires the further expertise of other professionals, we will work with your existing accountant or lawyer to achieve the best outcome or introduce you to the right people to support your plan.
We have defined our business simply so that there is honesty and accountability in the services we offer. Learn more about our advice process here.
Our industry is ever evolving and we place great importance on further education to keep abreast of changes so that our advice is always relevant and meaningful.
“One of our strengths is having a wonderful and committed team of people to back me up each day. This allows us to be thorough and responsive to our clients’ needs.”
- Bachelor of Applied Finance
- Professional Certificate in Self Managed Superannuation Funds
- Diploma of Financial Services (Financial Planning)
- AFP® member of the FPA
“Outside of work, I enjoy pottering around in my garden and keeping active. I am a keen supporter of the Adelaide Crows. My dream is to live off-grid and grow my own fruit and vegetables in an urban environment. On a broader level, I have come to the realisation that I have a greater care for the world and its people more than I first thought. With this in mind, I am passionate about taking a stance against greed, corruption and self-interest, particularly within the financial services industry.”
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.
The trust and friendship developed with Bob and Daniel allows us to work together towards common goals.