Wealth management

Reaching your financial goals and objectives may not always mean making more money, but rather, making smart decisions with the money and assets you already have.  No matter what stage of life you are at, there are always opportunities to improve your financial circumstances and achieve your financial goals sooner.

What's involved?

Many people think they don’t have enough wealth to plan for their future. Our experience tells us however that a sound financial plan will help to create and protect wealth, and means you can manage your finances to enjoy now, or preserve wealth for the future.

A financial plan is all about helping you keep control of your finances, so you can make the most of it when you need it, or when you retire. A sound financial plan will focus on wealth creation, wealth protection and planning for retirement.

How you will benefit

Our financial planning philosophy is to take a ‘big picture’ view of your goals and to implement a flexible long term strategy to meet them.

  1. Our aim is to develop a plan with you that can be adjusted to suit your personal circumstances, throughout the different stages of your life and as your needs change.
  2. Working with one of our private client advisers we will help establish what you want to achieve with your finances, your family, your lifestyle, your career and your future. Once established, a personal financial strategy is developed to provide a platform that will allow you to pursue your goals with confidence.
  3. By working through a financial plan and creating a blueprint for your goals you will gain valuable financial insights through the process. Our aim is to sit with you to grow your financial understanding so you can have maximum control over your decisions now and in the future. 

What we do @ Prosperity

Our private client advisers are committed to managing their clients’ financial matters with great care and diligence, as they do their own. It’s our mission, at all times, to provide tailored financial advice with a high degree of clarity and is based on a sound investment philosophy.

Specific areas of expertise include strategic advice in these areas:

  • Estate Planning
  • Investments
  • Mortgage and Loan Structuring
  • Personal Cash flow Management and Budgeting
  • Personal Financial Modelling and Simulation
  • Retirement Planning & Implementation
  • Retrenchment or Payout
  • Risk Insurance and Asset Protection
  • Superannuation
  • Tax Minimisation and Gearing Strategies

Our fee for service model allows us to provide ongoing support and strategic advice to ensure existing investment vehicles and strategies are working appropriately and fully utilised.

Start a conversation

You don’t need to have a substantial investment pool to benefit from a wealth adviser. If you dream of financial freedom then contact one of our specialists today. 

2016 Hillross Advisory Firm of the Year Finalist

Providing financial planning services

Financial Planning Services are provided by Prosperity Wealth Advisers Pty Ltd. Prosperity Wealth Advisers Pty Ltd is an Authorised Representative of Hillross Financial Services Ltd. ABN 77 003 323 055. AFSL 232705.

To view the Hillross privacy policy, please go to https://www.hillross.com.au/privacy-policy/