JOIN PROSPER WEALTH

WHAT WE DO

Prosper Wealth Group offers our partners access to a wide range of financial planning resources through multiple platforms and a broad APL to assist in building personalised plans for your client’s future goals.

With our refined software programs and in-house compliance team we are able to expediently review our partners SOA’s and we pride ourselves on extremely quick turnaround times for our partners.

Strategic Financial Advice

With the extensive experience of our (director and management team) we can assist you in providing clear and compliant advice to your clients.

Investments

With a wide range of investment services on our product list, we can assist in ensuring that your clients are invested in a tailored portfolio to suit their individual needs.

Superannuation

We offer a range of superannuation funds and SMSF options to suit your clients’ needs and best interests. Our superannuation funds have been selected based on their proven history and offerings.

Insurance

We offer a full range of products from providers to choose the best insurance requirements for your clients. We also offer access to the general insurance market via referral arrangement for our advisors creating further opportunity to assist your clients and generate additional revenue.

Tax Planning

We provide our financial planners with access to the tools required to provide their clients with the most effective strategies that can help increase income.

Estate Planning

We provide our partners with access to the tools required to create the most effective estate plans ensuring transferring of wealth to beneficiaries is done according to your client’s wishes.

Compliance