Case Studies


How our farming client gained more land, while saving tax

In order to simply remain viable, farmers must constantly move to more efficient farming techniques, while also increasing the size of their farms. Read how Planning for Prosperity where able to help their clients with this dilema.

Managing the Risks

Like so many small business operators, these clients where constantly battling to meet deadlines as well as manage staff, deal with clients and suppliers. Time was their enemy. Although they were working so hard, they felt their ‘wheels were spinning.’

Getting financially organised

Most people would agree that it is important to be financially organised. For one reason or another, this is rare to see. We learned that is not because people don’t want to be organised it’s that they lack the time, skill and knowledge to make it happen and then to keep reviewing their financial situation.

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  • Testimonials

    “With the advice we needed we were able to save thousands of dollars in fees and taxes relating to our superannuation alone. We restructured finances to better reflect our personal and family goals”

    “Right from my first meeting with Planning for Prosperity, Daniel was very open with me and has taken me through the process carefully and caringly with the aim to provide the best financial advice.”

    “They investigate and consider an array of options and variables, of which some we had not considered… It is a complete package that we feel confident and secure in, with our financial matters being optimally managed within a very open, approachable and professional environment.”

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    Please view our General advice warning here.