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

  1. Initial Meeting

    In this meeting we will discuss your current financial situation, goals and objectives

  2. Preparing a Statement of Advice

    We will prepare a strategy to suit your needs

  3. Presentation and Implementation

    We will sit down and go through the strategy designed specifically for you and help you implement any agreed upon changes

  4. Review

    The work doesn't stop at implementation.  It is important we review and ensure your strategy remains relevant to your circumstances.

Our Team

Shane Boettcher
Principal Adviser
Shane is a specialist in retirement planning, superannuation and investments, with more than 20 years experience
    David Scarr
    Financial Planner
    David is a Financial Adviser who has over 10 years’ experience in financial planning specialising in Aged Care.
      Kate Woodcock
      Client Services Manager
      With over 20 years experience, Kate is dedicated to looking after our clients and meeting our high service standards.

        Get In Touch

        08 8357 1499

        clientservices@prismfp.com.au

          Disclosure: Prism Financial Planners Pty Ltd ABN 30 342 396 307 is a Corporate Authorised Representative of Exelsuper Advice Pty Ltd AFSL: 428272.

          General advice warning: This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of publish.

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