Prosper Advisory
Melbourne
(5)
Melbourne
(5)
Hi,
I'm Josh, one of the Directors and owners of Prosper Advisory. I am the expert finance commentator on radio 94.1FM and we have helped hundreds of people to achieve financial success and security.
We are Business Advisors and Financial Advisors.
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5 customer reviews
Juan Sanchez
My business has been working with Josh and Prosper's team for over a year and their service and expertise has been outstanding. Their timely advice, training and ongoing support have allowed me to grow my business whilst knowing I have a team of professionals looking after our accounting and financial planning. Highly recommend Prosper Advisory to any business or individual looking for an expert in this field. More...
Dyan Sisouw
always the right advise at the right time, putting me in a great position for the future
Ben Dexter
The Prosper team are awesome - they have helped me organise my personal finances and enhance my investment portfolio. Best of all, they're a pleasure to deal with. Well done team Prosper! BD
Reply from Prosper Advisory
Thanks very much Ben.It's great working with you on your financial and investment journey.
Jon Pendlebury
Narrelle’s 15 minute COVID19 support call was so valuable. It confirmed my thoughts about my entitlements to any personal and business stimulus package under this pending health and economic crisis. Thanks.
Reviewed on Facebook
Jess Williams
Really helpful service provided by Shannon. My first BAS was daunting but he made the process easy. Keep up the good work. Highly recommend!
Reviewed on Facebook
What do you love most about your job?
Helping people to achieve greater financial security, freedom and all of their lifestyle and family goals.
What inspired you to start your own business?
To have a greater ability to determine and implement the best ways to add the most value possible to clients lives, without being restricted by the issues faced by working in large corporations.
Why should our clients choose you?
We are privately owned and privately licensed. So we simply focus all our time and energy on educating our clients to understand their various options and guide them to make wise decisions that are best for them. We are responsive, pro active and truly care about our clients and employees and this is shown by the long term tenure and deep relationships with both.
Business Valuations
We can assist with business valuations for any business and industry types and we are typically much better priced than others.
Financial & Investment Advice
Full portfolio setup, investment selection and ongoing management of portfolios.
Budgeting and cash flow advice.
A focus on helping you to achieve your lifestyle and financial goals via a tailored approach to each client.
Superannuation Advice
All advice related to superannuation and pre and post retirement planning. Technical, strategic, tax minimisation, growing retirement and super balances, investment selection advice and management.
Retirement Planning - Pre & Post
Retirement lifestyle planning.
Retirement projections.
All advice related to superannuation and pre and post retirement planning. Technical, strategic, tax minimisation, growing retirement and super balances, investment selection advice and management.
Divorce & Family Law Advice
With personal experience of divorce ourselves, we understand how difficult this is for clients.
We provide an empathetic and understanding approach to assisting people with financial advice and/or business valuations and business accounting advice when they are going through or have been through a divorce.
Some info here:
https://www.prosperadvisory.com.au/our-services/family-law-financial-advice/
