Tailored Wealth Strategies for You, Your Family, and Your Business
Turning complex choices into simple solutions – giving you clarity and peace of mind.
At Prosperis, we aim to provide trusted financial advice with a personal touch - helping professionals, families, and business owners make confident decisions about their future.
Whether you're protecting what you've built, planning for your children’s education, or preparing for a comfortable retirement, our advice is tailored to your needs, not just the numbers.
Wealth Protection
Safeguard your financial future with tailored protection strategies for individuals and businesses.
- Personal Wealth Protection
Income Protection, Life, TPD & Trauma Insurance
Peace of mind for you and your family in the face of life’s uncertainties.
- Business Protection
Shareholder Buy-Sell Agreements, Key-Person Insurance, Asset & Revenue Protection
Ensure your business can operate smoothly no matter what life throws at you.
Think: What would you want your legacy to be - a financial burden or a financial buffer?
Investment Strategies
Grow your wealth responsibly with tailored strategies aligned to your risk profile and goals.
- Personalised Investment Portfolios
Based on your risk tolerance, goals, and timeline.
- Children’s Investment Plans
Education savings plans or early-start investment vehicles for kids.
Are your investments actually aligned with your risk tolerance - or just something you set up years ago and haven’t reviewed?
Superannuation & SMSFs
Plan ahead with smart, tax-effective superannuation strategies.
- Fundamental Super Strategies
Contributions planning, tax management, transition to retirement
- Self-Managed Super Funds (SMSFs)
Control your retirement future with professional investment advice and regular ongoing reviews on strategies of the SMSF
What opportunities could you be missing by leaving your super in a retail fund?
If you are interested in Real Estate, there could be an opportunity to use your super monies towards buying an investment property.
Your Financial Journey Starts Here
What Our Clients Say
As a partner in a business, I always worried about what would happen to my family and my business share if something happened to me. Neel helped me set up the right business succession insurances so everything is protected and secure. It’s given me real peace of mind knowing my family and my shares in the business are both secure.
Leo - Businesss Owner
Between long hours and looking after patients, I never had time to properly sort out my own finances. Neel made the process simple and helped me set up income protection and a superannuation strategy that actually makes sense for my future. I feel a lot more secure now knowing that if anything happens, my income and retirement are protected.
Dr. Max – Medical Professional
Being an accountant, I thought I had things under control, but when it came to my own insurance I realised there were gaps. Neel guided me through a full life insurance package that covered all the right areas. It wasn’t just about policies – it was about protecting my family in the way that works best for us.
Venkat – Accountant
7 months ago
Contact
Call our office or email us to learn more about our business organization.
neel@prosperisfinancial.com.au
Phone
0425 151 336
