About Prism
Strategic Solutions - Trusted Advice
To help us provide high quality advice solutions, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we’ll ask just as much as is necessary to fulfil your objectives. However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.
Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We’ll also take the time to answer all your questions.
If you are happy to proceed, we will then begin working on a plan for you. The process is all about meeting YOUR goals.
How May We Help You
Retirement Planning
You can never put too much planning into the perfect retirement.Let us help you discover what your ideal retirement looks like and work with you on the best way to achieve it. It’s never too early to start planning.Superannuation
Superannuation can seem complex and scary to those who don’t deal with it regularly. We can discuss the best way to tax effectively boost your retirement savings while ensuring that you are making the most of the opportunities that Super presents.Investment
There are so many options to choose from when looking to build wealth using surplus income or cash in the bank. We can sit down with you to discuss the various options and work out the right investment structure to suit you.Aged Care
Aged Care is a specialist area of advice with many different complexities that need to be considered. As specialist Aged Card Advisers and working in this area regularly, we are perfectly placed to provide comprehensive advice for those looking at going into aged care.Our Process
Initial Meeting
In this meeting we will discuss your current financial situation, goals and objectives
Preparing a Statement of Advice
We will prepare a strategy to suit your needs
Presentation and Implementation
We will sit down and go through the strategy designed specifically for you and help you implement any agreed upon changes
Review
The work doesn't stop at implementation. It is important we review and ensure your strategy remains relevant to your circumstances.
Our Team
