Providing security and peace of mind to retirees since 2008
Planning for Prosperity is an established financial planning firm that specialises in helping accomplished pre-retirees and retirees to elevate their financial position so they can live their dream retirement.
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, whilst avoiding unnecessary fees and taxes.
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. If we don’t believe we can add value, we’ll be the first to tell you. 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.
We are fussy about what we do and are always personal, caring and thorough.
“I am so proud of the wonderful and committed individuals who back me up each day. This allows us to be thorough and responsive enough to devote the time needed to each client. It really is a team effort and I can’t speak highly enough of them.”
- 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 the house and garden barefoot, keeping active and losing hours listening to podcasts on different topics. This has been the single biggest influence on me to remain curious and open to hearing different points of view from a variety of sources. It’s humbling to think something I know today might be outdated tomorrow. In the past few years I’ve become fascinated with scientific progress, dangerous ideas, US politics and what makes people and organisations successful. On a lighter note, I always clear my schedule to watch the Adelaide Crows play and never miss a game live in person or on TV.”
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
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.