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By working closely with our financial adviser, you
will:
- Establish where
you are now
- Identify the
goals
that matter to you most
- Make the choices
that suit you best, and
- Start the journey,
guided by your adviser, to reach your chosen lifestyle.
Through our strategic alliance
with ipac Securities, Prosperitus delivers
- valuable analyses of the clients
current circumstances using ipac’s powerful “Strategic
Lifetime Model” software and
- the extensive research capability
necessary to ensure professional investment portfolio
management.
“Prosperitus has been
advising me for three years and I always find them very courteous,
friendly and professional. They talked to me about my current
situation and expectations and developed a package that was
a compromise between conservatism and growth. They keep me
informed and I’m very happy with the service,”
Greg Hagen
At Prosperitus all advisers are
certified financial planners and members of the
Financial Planning Association (FPA).
Prosperitus
Pty Ltd ABN 43 010 644 514 is a Principal Member of the Financial
Planning Association of Australia Limited, the peak industry
body for professional Financial Planners and holds Australian
Financial Services Licence No 236552, issued by the Australian
Securities and Investment Commission.
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