Prosper Financial Planning
2-8 Brookhollow Avenue, Norwest, New South Wales, Australia
About Prosper Financial Planning
Welcome to Prosper Financial Planning, located in Norwest, Australia. As an establishment specializing in finance, we are dedicated to providing superior services to our clients. Our main focus is to help your money work harder and smarter, allowing you to enjoy your personal and professional lives with peace of mind.
Navigating the world of superannuation funds can be confusing, with numerous investment options and complex fee structures. At Prosper Financial Planning, we specialize in personalized advice on superannuation funds and Self Managed Superannuation Funds (SMSF). Our advice is always in your best interest, as we are not aligned with any banks or financial institutions.
In addition to helping you grow your wealth, we also understand the importance of protecting it. That's why we offer a range of insurance covers, including Life insurance, Total and Permanent Disability insurance, Income Protection insurance, and Trauma insurance. We work with a panel of insurance companies to ensure we find the best solution for your specific situation.
But it's not all about finances - we believe in enjoying life too. Whether it's transitioning to retirement, investing in properties through a Self Managed Super Fund, or planning for your future through annuities, we have the expertise to help you make the most of your money.
If you're in the market for a home loan, we can assist you with that as well. We work with a panel of lenders to find the most suitable home loan structure that aligns with your goals, budget, and timeframe.
Located at Suite 515, Level 5, 2-8 Brookhollow Ave Norwest Business Park, Norwest, NSW 2153, Prosper Financial Planning is a Corporate Authorised Representative of Prosper Financial Group Pty Ltd. Our Australian Financial Services Licence No. 522956 applies to financial products only, while our services in Property Investment, Tax & Accounting, Mortgages & Finance are not considered financial products.
Please note that the information provided on our website is of a general nature, and while we have taken every care to ensure its accuracy, neither Prosper Financial Group Pty Ltd nor Prosper Financial Planning Pty Ltd will be held responsible or liable for any actions taken based on this information. We advise individuals and organizations to independently assess the appropriateness of any actions taken.
As a Credit Representative of Outsource Financial Pty Ltd, our Australian Credit Licence No. 384324, we can also assist you with your credit needs.
At Prosper Financial Planning, we are committed to helping you achieve financial prosperity and peace of mind. Contact us today to see how we can assist you in reaching your financial goals.
Photos of Prosper Financial Planning
515/2-8 Brookhollow Ave, Norwest NSW 2153, Australia
Opening hours of Prosper Financial Planning
Monday:
10:00 - 18:00
Tuesday:
10:00 - 18:00
Wednesday:
10:00 - 18:00
Thursday:
10:00 - 18:00
Friday:
10:00 - 18:00
Saturday:
Day off
Sunday:
Day off
Reviews of Prosper Financial Planning
"Jane has been very helpful and her expertise in creating financial plan for my condition is one of the best. Thanks."
"Jane provided financial advice and recomendations for our Super. Her approach is professional and detailed with good options that met our goals and requirements. Looking forward to good returns and exceeding our goals in the future."
"Dealing with Jane @ Prosper Financial for the first time, I found her to be genuine & very knowledgeable. Jane is very thorough and her advice was "spot on". I would highly recommend her services to others."
"Jane from Prosper has been very helpful with our Super advice and Life Insurance Policies. She is very patient and provide great insights into our super investments and helped us make the right choices. Jane provides us with updates on our investments and so far they have been positive. We are very time poor and she helped us with follow ups to ensure all of our insurance policies are up to date and relevant. Thank you Jane and the Prosper team."
"When Jane called me last year and I joined I didnt think much of it. I saved a bit on fees as she adjusted my investments and that was that. Last week I compared my super portfolio to my colleagues at work and I quickly realised how good she was! Communication was great as she was always keeping me up to date and very supportive. I feel like she is doing all the heavy lifting and I can sit back and watch my super grow. Our retirement future is really in capable hands. Thanks for such a great service!!"
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