Plan to Prosper
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Financial Planning

Investment management, Estate Planning and Superannuation advice from one of our experienced consultants.

Financial Planning

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Plan To Prosper Financial Planning offers comprehensive financial planning encompassing the following key areas:
  • Investment advice. We research investments and investment markets and make impartial investment recommendations to our clients.
  • Estate planning and asset protection advice. We recommend an appropriate structure for housing investments.
  • Cash flow advice. Within our investment recommendations we endeavour to ensure that cash flow needs are met.
  • Personal Insurance advice offering tailored recommendations to protect you, and your family
  • Pre and Post Retirement Advice, including Income streams and Centrelink


In order to deliver our service we :
  • Review our clients investment portfolios on a continuous basis.
  • Are available for face- to- face meetings.
  • Are available for telephone and email contact at any time.
  • Make proactive recommendations as financial markets change and as new or valuable investment opportunities become available.

Our key points of differentiation are:
  • Flexibility. Investment portfolios are designed to fit client needs and wishes.
  • Our recommended portfolios will change significantly from time to time as circumstances change. We are not beholden to any fund manager and our interests are aligned with our clients needs.
  • Track record. We deliver on promises and have many satisfied clients

Plan to Prosper Financial Planning is a Corporate Authorised Representative of Blue Print Advisor Group ABN: 58158828525 AFSL: 423936. BluePrint Advisor Group and its authorised representatives do not accept any liability whatsoever to third parties. This message may contain confidential, proprietary or privileged information. If you are not the intended recipient, please delete this message and notify the sender immediately. If you are the intended recipient, you should not copy or use it for any purpose, nor disclose its contents to any other person without the authority of BluePrint Advisor Group.The contents of this page do not take into account your personal objectives, financial situation or needs and you must determine whether it is appropriate in terms of your particular circumstances. You should obtain independent advice based on your own individual circumstances before making any investment decision.




(03) 9432 9144

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