Navigating Life's Milestones With Expert Financial Advice.
Embark on a confident financial journey and navigate life’s important milestones with the support of our expert financial guidance. Achieve your goals and secure your future with personalised strategies tailored to your unique needs.
Recognised Excellence In The Industry- Setting New Standards
46+
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 specializes 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.
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.
Discuss your financial goal and Aspirations with a Senior Financial Adviser.
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Our Services
Amazing Financial Services
1
Superannuation
Superannuation is the cornerstone of your retirement plan, providing tax advantages…
2
Retirement Planning
Your retirement deserves meticulous attention. Our dedicated financial planners…
4
Life Insurance
Safeguard your family’s future with the cornerstone of financial planning – life insurance…
5
Income Protection
Shield your financial stability in the face of illness or injury with the invaluable protection…
6
Self-managed Superannuation Fund
Superannuation is a vital pillar of your retirement plan, offering tax advantages…
7
Total and Permanent Disability
Shield yourself against life’s unexpected turns with our comprehensive TPD cover…
8
Trauma Cover
Shield yourself against life’s unexpected health challenges with our comprehensive…
9
Property Strategic Investment
10
Mortgage Broking
11
Debt Management
12
Financial Modelling
13
Estate Planning
Our Journey
The Power to help you Succeed
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. Financial Advice
3
Research & Advice Delivery
Experience the power of our meticulous research and expert advice, delivered with precision and tailored to your specific financial needs. Financial Advice
Testimonials
Hear It from Our Satisfied Clients - Their
Words of Trust and Satisfaction
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point
of using it has a more-or-less normal distribution of letters, as opposed to using text, and a search for sites still in their infancy.
Ronald Richards
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point
of using it has a more-or-less normal distribution of letters, as opposed to using text, and a search for sites still in their infancy.
Leslie Alexander
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point
of using it has a more-or-less normal distribution of letters, as opposed to using text, and a search for sites still in their infancy.
Ronald Richards
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point
of using it has a more-or-less normal distribution of letters, as opposed to using text, and a search for sites still in their infancy.
Ronald Richards
Don’t Call it a Dream,
Call it a Plan
