FINANCIAL PLANNING AND INVESTMENT ADVICE
Whether planning for a
comfortable retirement, investing to achieve quantifiable
saving goals, or reviewing the performance of your
investments, our affiliated financial planners,
Prosperitus, offer up to date information and
recommendations on the full range of investment
opportunities. As business professionals familiar with the
financial markets and with taxation law, they establish at
the outset where you are now in your financial journey,
identify your lifestyle goals, then offer investment
choices for you to reach these goals. Their strategic
alliance with Ipac Securities provides for their clients
sophisticated financial modelling software, the
"Strategic Lifetime Model", as well as a
selection of well researched multi-manager Pathways
portfolios. Prosperitus can also assist clients with
investments through individual investment managers and
they have a direct share placement (no advice) service.
Prosperitus also acts for several hundred self managed
superannuation funds, investing many millions of dollars.
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Click on logo to visit the
Prosperitus Website |
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