EVERYONE PROSPERS WITH IPROSPER FINANCIAL PLANNING

Posted by Rick Johnson on December 13th, 2016

A holistic approach to finance without the fees

Based in both Melbourne and Adelaide, iProsper Financial Planning is a forward-thinking financial planning and services firm that believes in a holistic and comprehensive approach to financial planning without stacked on fees.

The financial professionals at iProsper believe that to grow real wealth, you have to start early. That’s why iProsper waives the consultation and planning fee most other financial planners charge for a 1-hour consultation, which includes a current financial situation assessment and a plan for where one intends to go. iProsper gives all their clients a documented plan that gives them a guide to growing their wealth and prosperity.

iProsper gives each of their clients a holistic and customised financial plan. Each individual or family is different, and iProsper understands we all have different financial goals in mind. iProsper simplifies the process, knowing that many people are confused by complex financial jargon and buzzwords. iProsper aims to make clients feel comfortable about finance and inform them about what’s going on behind the scenes every step of the way.

iProsper’s suite of services include planning and advice on superannuation, personal risk insurance, self-managed super funds, general financial advice and advice on making a successful transition to retirement.

This forms part of iProsper’s holistic approach – weaving together many different strands of finance to make a complete package that achieves returns for clients. This may encompass investment into property or shares, increasing contributions to one’s super fund for a healthy retirement or other financial advice such as succession planning or optimising one’s tax structure to pay less over time.

iProsper also takes risk management into account, providing the right advice on insurance to protect your assets and your family from unforeseen circumstances.

iProsper clients also benefit from assistance around debt reduction, so clients can make a great run towards creating real wealth.

iProsper delivers ongoing support and advice to our clients, to make sure we meet their short-term goals that feed into their overall financial objectives. We always take lifestyle and preference changes into consideration, to make sure clients are always on track to meet their goals.

iProsper holds all relevant Australian financial services certifications and licences, adhering to the strictest financial practices.