Personal | Caring | Thorough
Planning for Prosperity is a new breed of fee-for-service financial planning firm that specialises in using strategies with Self Managed Super.
Our sweet spot is with rural clients and small business operators who tend to be very good at what they do but are too busy to keep track of where they are ultimately heading. We don't pretend to be investment specialists - we add far more value to our clients by identifying their goals, coming up with strategies and reviewing them each time we meet.
Given that we charge a flat, transparent fee, we have no vested interest in taking control of a someone's money. This way a client can truly measure if they are getting value or not.
Creative Lifestyle Solutions Pty Ltd trading as Planning for Prosperity is a Corporate Authorised Representative of Gold Financial Pty Ltd ABN 50 113 653 946, Australian Financial Services Licensee 291389. Gold Financial’s registered head office: Level 1, 6 Lowe Street Ballarat Vic 3354
T (03) 5331 2074 F (03) 5331 8799 E admin@goldfinancial.com.au
We provide a comprehensive financial planning service covering all stages of your life but in addition to this we have special knowledge in the areas of:
* Self Managed Super
* Financial independence for business owners and;
* The special requirements of agricultural / farming businesses
Creative Lifestyle Solutions Pty Ltd trading as Planning for Prosperity is a Corporate Authorised Representative of Gold Financial Pty Ltd ABN 50 113 653 946, Australian Financial Services Licensee 291389. Gold Financial’s registered head office: Level 1, 6 Lowe Street Ballarat Vic 3354
T (03) 5331 2074 F (03) 5331 8799 E admin@goldfinancial.com.au
- Category:
- Bank/financial services