At Prosperity we deliver professional independent advice to our clients. Using our core principles of integrity, fairness & respect, we build long-term relationships that are based on trust with the aim of enhancing our client's assets, and supporting them step-by-step in achieving their financial goals.
Prosperity is a national financial planning business. We specialise in the delivery of independent financial advice and wealth management to individuals, businesses and trustees. At Prosperity we believe that wealth management is more than just offering investment advice. It is about building a trusted relationship that you can rely on.
Prosperity is a national financial planning business. We specialise in the delivery of independent financial advice and wealth management to individuals, businesses and trustees. At Prosperity we believe that wealth management is more than just offering investment advice. It is about building a trusted relationship that you can rely on.
Services
Our years of experience and expertise in strategic financial advice can help you achieve your financial goals. Contact us if you would like us to help advise you in any of the areas below. With a full assessment of your current and future retirement goals, your Prosperity adviser can make sure you have the right retirement strategy aligned to your needs.
This depends on the advice required. We charge fees based on a percentage of the initial amount invested, but if you purely want advice, we can charge you an hourly rate. This will all be discussed and wholly clarified at your appointment with us. Every client is different. We can be paid in various ways.
Reviews (2)
Diane Wallace
Nov 11, 2019
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Really pleased I transferred my investments to Prosperity over 5 years ago. At the initial meeting I felt their advisor looked at all aspects of my current financial situation and future expectations. He gave me excellent advice detailing the options open to me and what level of return I could expect. One of the important things is that I trust Prosperity to look after my best interests. They update me on the performance of my investments on a regular basis and treat me as a valued client.
Sandy Newman
Aug 11, 2019
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