Established in 2008, Planning for Prosperity is a privately-owned, boutique financial planning firm based in Brisbane, Australia. The company's mission is to provide quality, tailored financial advice to help clients build, manage, and protect their wealth. They specialize in a range of services including wealth creation strategies, superannuation and self-managed super funds (SMSF), retirement planning, and personal insurance. The firm operates as an Authorised Representative of Lifespan Financial Planning Pty Ltd, an Australian Financial Services Licensee.

Founded in

Australia