Prosper Wealth Group’s focus is on your business, supporting you and your clients where it counts the most. 

 Our offer to you:

  • A competitive annual licence fee
  • One of the lowest Professional Indemnity Insurance excesses in the market
  • Flexibility to choose the research platform and client management software you prefer
  • A diversified Approved Product List giving you the option to choose the most relevant products for your client’s needs.
  • Access to cloud based revenue software systems producing clear and concise reporting
  • Ongoing CPD training plan tailored to each advisor
  • Locally run and all our support staff are in house, providing you with quick SOA turn-around times and more time focusing on your clients.

We do not intend to be the biggest licensee in the industry however we are seeking a solid base of highly ethical financial advisors who are experienced, who do the right thing and expect a fair charge for their licensing fees. 

For more information and to discuss the onboarding process please contact our team today.