At Prosperity, we believe in empowering the next generation with accessible financial advice. Our "Next Gen" service is dedicated to providing tailored solutions for young adults eager to kickstart their wealth accumulation journey. Understanding the unique challenges they face, we aim to break down traditional barriers and help them grow their wealth with confidence.

Why is NextGen Advice Important?

Tailored Financial Guidance

Our "Next Gen" initiative focuses on specific areas most relevant to young clients, such as investing, superannuation, and insurances. By narrowing our focus, we deliver a cost-effective solution, ensuring personalised advice that caters to the unique needs of the next generation.

Benefits of NextGen Financial Advice

1. Elevate Financial Knowledge and Confidence

We're committed to providing financial education to the next generation, laying the foundation for a lifetime of financial wisdom. Early learning establishes a solid understanding of money management principles, empowering informed decision-making and fostering a proactive approach to personal finances.

2. Set and Achieve Goals

Our Advisers collaborate and create personalised plans for short-term objectives and long-term dreams. Cultivating goal-oriented financial habits ensures a purposeful journey toward financial success, fostering confidence and informed decision-making throughout life.

3. Develop Financial Discipline and Strong Saving Habits

Learning financial principles early instils discipline in saving, spending, and investing. Early savings habits create a pathway to financial stability, providing a buffer against unforeseen circumstances and paving the way for future opportunities.

4. Understand Wealth Accumulation and Experience the Power of Compounding

Starting early grants a crucial time advantage for accelerated growth. Early investment not only impacts retirement savings but also fortifies against market fluctuations, making wealth accumulation accessible through the power of compounding.

5. Wealth Protection Safety Net

Setting up personal insurance at a young age comes with numerous benefits. It is more cost-effective at a younger age and generally allows for optimal health terms, obtaining policies with minimal exclusions. This foresight acts as a safeguard, ensuring financial protection against unforeseen health issues and positioning individuals strategically for a stable and worry-free financial journey.


We understand the importance of affordability. Limiting our scope to provide advice only on the areas most relevant allow us to provide cost effective advice to our younger client base. Our NextGen Financial Services are designed with transparent and competitive pricing to ensure that the next generation receives the financial guidance they at a time when is effective. Contact us for detailed information on the costs associated with our tailored services.

Join us on the NextGen Journey

Discover the benefits of financial empowerment with Prosperity's NextGen Financial Services. We're here to guide the next generation toward a future of financial success. Let's embark on this journey together.

NextGen Financial Services Specialist