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.
With only a few years before my retirement, Daniel has placed a light at the end of the dark financial tunnel I was facing.
Planning for Prosperity assisted me in making the right choices regarding my superannuation and personal debt.
Working with Bob and Daniel is great. They are approachable, friendly and show genuine concern for our needs and goals. It has been their service and knowledge that has helped us to build our business and plan for the future.
They investigate and consider an array of options and variables, of which some we had not considered. For example, providing ongoing support and advice in operating a Self Managed Super Fund to maximise our tax benefits.
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.