We work with Queensland families and businesses, from people beginning their wealth creation journey to retirees and businesses requiring specialist advice.
"I've always felt we work well together and I receive good advice. I'm comfortable dealing with Prosperitus and appreciate that they work closely with my accountant. At 71 years of age, I am currently reviewing their recommendations for how I can conserve my finances, minimise tax and maximise my income for the future years."
Patricia Mitchell OAM
"Prosperitus has been advising me for many 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."
"My husband passed away some years ago and he had looked after the business and our investments. Although I was learning the business at the time, there was a lot I didn't understand. Prosperitus had been working with my husband for many years and knew more about the business than our son did. They were marvellous."
"Using the Internet and phone we talked through some options and Prosperitus did a financial plan. They gave us some advice on how we should go about investing. They've been good. We took a very aggressive approach to our investment. We're in it for the long term. We want to retire on it (the investment)."
"Prosperitus looks after all my finances including shares and my (late) husband's superannuation payments. They are very good and explain things in detail."