We offer the following services:

• Superannuation Strategies
• Retirement Planning
• Redundancy Counselling
• Estate Planning
• Building Your Wealth
• Protecting Your Assets & Income
• Self Managed Superannuation Fund Investment Strategies
• Tax Effective Investments
• Direct Share (no advice) placement service

Depending on your lifestyle objectives, your adviser may discuss and recommend:

• Superannuation and retirement income products to provide for your retirement, eg. allocated pensions, annuities, personal superannuation and rollovers.·
• Investment products to help you maintain your lifestyle and accumulate wealth, eg. cash, fixed interest, property and share funds.
• Self managed superannuation fund investment strategies.

Our goal is to provide personalised professional advice to all clients, however, where requested Prosperitus also offers general advice, e.g. seminars and general asset allocation consultations. Please ask our advisers about the range of services we offer.

You should be aware that when general securities advice is provided, it will not necessarily be appropriate for every client. This is why we recommend you seek a personalised review of your investment objectives, particular needs and circumstances.