At Prosperon Private Wealth, our process is designed to provide a personalised financial advice experience. We start with an initial consultation to deeply understand your financial goals and aspirations. This is followed by a thorough needs assessment, leading to the development of a tailored strategy. Experience a partnership dedicated to optimising your financial future.
Our Meeting Process: 7 Steps to Financial Freedom
At Prosperon Private Wealth, we follow a structured 7-step meeting process designed to deliver tailored financial solutions and exceptional client service to our clients.
Step #1
Initial Consultation
We begin with a comprehensive initial consultation to understand your financial goals, current situation, and aspirations. This meeting sets the foundation for a collaborative partnership.
Step #2
Client Needs Assessment
Following our initial consultation, we engage in a comprehensive needs evaluation to gain a deeper understanding of your financial landscape and your aspirations. This process enables us to pinpoint critical factors that will shape your personalised financial strategy.
Step #3
Customised Strategy Development
Based on the insights gained from our initial consultation and needs assessment, we develop a customised strategy tailored to your unique financial circumstances and objectives.
Step #4
Presentation of Recommendations
We present detailed recommendations that outline our proposed strategy, including an implementation plan and timeline. This session is designed to provide clarity and transparency in our approach.
Step #5
Implementation & Execution
Upon refining the strategy based on your feedback, we proceed with its implementation. Our team manages the execution process while guiding you through each step to ensure seamless implementation.
Step #6
Ongoing Monitoring and Adjustment
We maintain regular communication to monitor the progress of your financial plan. Adjustments are made as needed to adapt to changes in your life circumstances, market conditions, or financial goals.
Step #7
Review and Optimisation
Periodic reviews are conducted to assess the performance of your investments and overall strategy. Our commitment to continuous improvement ensures that your financial plan remains optimised and aligned with your evolving needs.
Why Choose Prosperon Private Wealth?
Prosperon Private Wealth stands out by combining extensive expertise with the support of a dedicated investment research team and a nationwide community of over 500 advisers across Australia under a national licensee.
We offer personalised service aimed at delivering holistic financial solutions tailored to your individual needs. Our structured meeting process ensures that every client receives bespoke advice and comprehensive support to effectively achieve their financial aspirations.
This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. (If applicable) You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
Prosperon Private Wealth DL Pty Ltd ABN 89 671 405 931 Corporate Authorised Representative No. 1306419 of Alliance Wealth Pty Ltd AFSL No. 449221 ABN 93 161 647 007. Prosperon Private Wealth Pty Ltd ABN 11 671 408 469 trading as Prosperon Private Wealth Corporate Authorised Representative No. 1306419 of Alliance Wealth Pty Ltd AFSL No.449221 ABN 93 161 647 007. Alliance Wealth is a wholly owned subsidiary of Centrepoint Alliance Limited ABN
Office: Level 5, 10 Bridge Street Sydney NSW 2000
Head Office: Level 8, 309 George Street Sydney NSW 2000
