“We are passionate about helping our clients make informed decisions about their financial needs through guidance and mentoring”

The Prosperity Group Financial Services are a financial planning business servicing the Corowa, Wangaratta, Albury-Wodonga and Yarrawonga areas.

The Prosperity Group Financial Services (formally Financial Strategies & Solutions) was established in 2008 by Lisa Steel. Lisa has completed her Advanced Diploma in Financial Services (Financial Planning) and the Certified Financial Planner (CFP) designation. She also has a Masters Degree in Financial Planning and almost 12 years experience.

Lisa is an Authorised Representative of GWM Adviser Services Limited. Australian Financial Services Licensee.

OUR SERVICE OFFER
We can help with:

Managing Your Cashflow

· Budgeting and Cashflow advice

· Debt Consolidation

· Salary Packaging

· Tax Planning

· Centrelink and Family Tax Benefit (Maximising) entitlements

Protecting your Lifestyle and Assets

· Protecting your income

· Providing a lump sum in the event of death, disability or serious illness

· Estate Planning* (review of Wills, Powers of Attorneys, Testamentary Trust and Super beneficiaries)

Building Your Wealth

Lisa Steel & Sally Batten

· Maximising Superannuation benefits

· Borrowing to invest (gearing)

· Investing in shares and managed funds

· Self managed Superannuation Funds (SMSF)

· Asset Structuring

· Children's Education funds

Business Insurance and Planning

· Business Succession (voluntary and involuntary)

· Partnership cover

· Employee Superannuation

 * Please note we do not provide Estate Planning Advice but work with Estate Planning professionals to ensure your Estate Planning needs are met

The Prosperity Group prides themselves on friendliness, professionalism and outstanding customer service.

Our initial appointment is without obligation or fee and we invite you to come in and see how we can help you.

Contact us

Website - www.theprosperitygroup.com.au

Email- admin@theprosperitygroup.com.au

Phone - (02) 6033 2077

2A River St,

Corowa NSW, 2646