Expert Financial Advice for Every Stage of Life
Prospa Financial is here to empower professionals, families, pre-retirees, and business owners with personalised financial advice. Our mission is to improve your life by helping you make smart financial choices, leading to enhanced financial security, increased confidence, and a more prosperous future.
Recognised Excellence In The Industry- Setting New Standards
50+
Years of Combined Experience
About Us
A Legacy of Excellence - Know Who We Are
Welcome to Prospa Financial, your dedicated partner for achieving financial success in Melbourne, Australia. Our boutique firm specialises in personalised financial planning services that are tailored to your unique goals and aspirations.
Our team of experienced and skilled financial advisors are passionate about making a positive impact on our clients’ lives. When you choose Prospa Financial , you can rest assured that you are working with professionals who genuinely care about your financial well-being.
What sets us apart is our dedication to providing holistic financial planning services. We take a comprehensive approach to understand your current financial situation, assess your goals and aspirations, and develop a customised strategy to help you achieve them. Whether you are planning for retirement, saving for your child’s education, or looking to grow your wealth, we have the expertise and resources to assist you at every step.
Who we can Help
Smart Money Planning For Your Life Goals
Professionals and Families
As professionals and families, managing finances can be challenging. We understand your busy lives and diverse financial goals. Our role as financial planners is to ease your burden and provide peace of mind. We handle the complexities while you focus on your career and family. With expertise in financial strategies and tax regulations, we offer personalised guidance, saving you time. We empower you to make informed decisions aligned with your goals.
Additionally, we address risk management, ensuring you have the right insurance coverage for your financial protection. Trust us to guide you towards a secure financial future, tailored to your unique circumstances.
Pre-Retirees
As a pre-retiree, we understand the challenges and excitement that come with this important transition. Our dedicated team of financial planners is here to guide you towards a confident and fulfilling retirement. We simplify the complex process by developing a tailored retirement plan, analysing your income sources, optimizing withdrawal strategies, and addressing healthcare costs and long-term care.
With our expertise in estate planning, we ensure your legacy is protected. Our goal is to provide you with peace of mind and a solid roadmap for a secure and enjoyable retirement. Contact us today to start planning for your future.
Business Owners
Prospa calls all the business owners to also get the financial clarity and strategic guidance you need to thrive. Our expert team understands your challenges and offers personalised solutions. From optimising profitability and cash flow to developing exit plans and succession strategies, we’re here to support your long-term success. Mitigate risks, protect your assets, and ensure a solid financial foundation.
Let us be your trusted advisors, so you can focus on growing your business. Contact us today and take your business to new heights with our comprehensive financial planning services.
Discuss your Financial Goal and Aspirations with a Senior Financial Adviser.
In this (15 minute) call you will also get to know about our services and
how we help our clients.
Our Services
Financial Services We Specialise In
1
Superannuation is the cornerstone of your retirement plan, providing tax advantages…
2
Your retirement deserves meticulous attention. Our dedicated financial planners…
4
Safeguard your family’s future with the cornerstone of financial planning – life insurance…
5
Shield your financial stability in the face of illness or injury with the invaluable protection…
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Shield your financial stability in the face of illness or injury with the invaluable protection…
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Shield yourself against life’s unexpected turns with our comprehensive TPD cover…
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Unlock the potential of property investment with our expert guidance throughout the…
10
Securing a mortgage is a pivotal moment in your property ownership journey, and finding the…
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Empower yourself with a structured plan to effectively manage and reduce your debts…
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Harness the power of mathematical representation for your financial situation or investment…
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Safeguard your legacy with a comprehensive plan to manage and distribute your assets…
How we work
Experience the Difference - Why We Stand Out from the Crowd
1
Goals Discovery
Meeting
Embark on a transformative journey with our goals discovery meeting, where we uncover your dreams and aspirations to create a roadmap for financial success.
2
Research & Advice
Delivery
Experience the power of our meticulous research and expert advice, delivered with precision and tailored to your specific financial needs.
3
Strategy Implementation & Regular Review
We turn your financial goals into reality. Our team implements tailored strategies and offers ongoing reviews to ensure your dreams stay on course. Trust us to make your financial vision a reality.
Testimonials
Hear It from Our Satisfied Clients - Their
Words of Trust and Satisfaction
Evan
Peter and his team have been a game-changer for my investment management. As myself being a CPA, I needed expert guidance, and Peter came highly recommended. Not only was he friendly and professional, but his advice was clear and down-to-earth. The team, including Margareta, Karthik, and Monik, were fantastic, making everything simple and client-focused. They left no detail to chance, explained every step, and provided various options. I can’t recommend them enough as wonderful financial advisers with reasonable charges.
Denise and Rod
Prospa Financial has been our guiding light through the transition from full employment to retirement. Their personalised service empowered us to chart a path for the future while ensuring compliance with legal requirements. Prospa’s timely responses and patient explanations have made it clear that they have our best interests at heart. We wholeheartedly recommend Prospa Financial for their friendly and professional service. We are grateful for the exemplary advice of their dedicated team over the years.
Derek
We’ve been Prospa clients for 7 years and recently increased our investments after relocating to Melbourne permanently. Their guidance was invaluable as we navigated complex investment markets, tax regulations, and financial rules. Prospa’s tailored approach sets them apart from other advisers. Peter’s careful consideration of our needs and risk tolerance led to customised recommendations and simplified administration. The services were excellent and absolutely professional.
Rajesh
Had a great experience with Karthik who has given his quality time on providing his recommendation on Finance planning for the family. I am pleased with the offered services right from the start. He was very informative and explained every little thing in detail so I could make the right choice with my policies.
Karthikram
From the start to the follow-up, Prospa’s service has been hassle-free. Their informative explanations helped me make informed decisions about my policies. I genuinely appreciate their trustworthy approach. Karthik provided exceptional financial planning services for our family. His professional approach and comprehensive advice streamlined our finances, addressing areas like Super and insurance and more. I strongly recommend Aurora Wealth and Karthik Services.
Kelly and Clint
Prospa, you really came through for us, and it’s not easy to find trustworthy people.
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