FINANCIAL PLANNING AND INVESTMENT ADVICE

Whether planning for a comfortable retirement, investing to achieve quantifiable saving goals, or reviewing the performance of your investments, our affiliated financial planners, Prosperitus, offer up to date information and recommendations on the full range of investment opportunities. As business professionals familiar with the financial markets and with taxation law, they establish at the outset where you are now in your financial journey, identify your lifestyle goals, then offer investment choices for you to reach these goals. Their strategic alliance with Ipac Securities provides for their clients sophisticated financial modelling software, the "Strategic Lifetime Model", as well as a selection of well researched multi-manager Pathways portfolios. Prosperitus can also assist clients with investments through individual investment managers and they have a direct share placement (no advice) service. Prosperitus also acts for several hundred self managed superannuation funds, investing many millions of dollars.

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