SYDNEY OFFICE
Third Floor, Suite 3.01
City West Office Park, Building "B"
35 Saunder Street, Pyrmont NSW 2009
Tel: 1300 854 667, Fax: 02 9660 0240
info@prosperitymutual.com.au
MELBOURE OFFICE
Unit 2-4, 79-83 High Street
Kew VIC 3101
Tel: 1300 854 667
Fax: 03 9853 2620
info@prosperitymutual.com.au

Initial Consultations

The first step towards financial independence begins with a consultation which involves one of our dedicated financial experts. Our expert discusses your current financial situation, your future goals and creates a tailor-made strategy to help you achieve them. Our clients have found that they save hundreds of dollars a year through this consultation alone!

Investment Properties

 

In your behalf, Prosperity Mutual together with our business partners will find resources and negotiate on new and completed properties.

  

We will provide you with the following services:

  • Source and Negotiate on New or Completed Investment Properties
  • Contract Valuers to Appraise Property
  • Contract Rental Agents to Manage Property
  • Manage Tradesman to Completion                                                                 
  • Prepare Detailed Investment Schedules
  • Present Affordability via a ‘PIA’ Report
  • Conduct a Property “Run” to View Existing Building and Available Stock
  • Contract New Purchase                                                                                       
  • Prepare Annual Statements for Reporting on Tax Issues
  • Review all Contracts Legally prior to Execution by Members
  • Provide Rental Guarantee for First Year’s Occupancy

Financial Planning

Once your debt situation is under control, Prosperity Mutual will then start planning for your retirement. Don’t rely on the state to help you enjoy a better quality of life, take matters into your own hands by getting your financial affairs in order today. A person who starts saving for retirement at 35 will have the same amount of money at retirement as someone who starts at 45 by investing just 33% of the cash per week. In other words, $50 a week at 35 earns you the same retirement nest egg as $150 a week at 45.

Legal Services (Wills)

 

If you love your children or your loved ones, then take care of them by planning their will ahead of time.

 

  • Let Prosperity Mutual help you draft a will that will take care of your children and loved ones directly.
  • Our accredited business law specialists offer a wide range of services for estate planning from simple wills up to more complicated wills and complex trusts funds.
  • Prosperity Mutual specialists will provide personalized services on will consultation, drafting of documents and even approval and execution of the will.
  • A power of attorney may also be drafted if and when required.

Other benefits

 

When you become a valued member, Prosperity Mutual’s dedicated team of financial experts will ensure that you get a hassle-free and enjoyable experience in building your wealth to achieve a prosperous and rewarding retirement. We help you to capitalize the use of superannuation for retirement, providing you with a discounted brokerage fee. You will also be given the privilege to purchase property directly from the developer at discounted brokerage fees on your managed funds.

 

Apart from the mentioned, we give you the following additional benefits:

         Budget Coaching

  • 1 years in home budget coaching with a specialist budget coach
  • 3 personal in home face to face visits
  • 2 skype calls per year

Management/Reporting (quarterly reviews)

  • Accounting File – Keep up to Date with Tax Issues
  • Property File – As Soon as we Believe you can Afford it, Additional Properties will be Sourced and Presented to Match your Budget
  • Loans – Track and Maintain Debt Reduction Program
  • Budget coaching in home/office /skype for 2 yrs

Accounting

If you have business or investment interests, you need an accountant to ensure that you have fulfilled your legal obligations. Prosperity Mutual review previous tax returns, draw up existing tax returns and lodge them for you. We even set up a Self Managed Superannuation Fund on your behalf, an ideal way to start saving today. You will also have exclusive access to broker advice and we will also help you find loopholes to save hundreds of dollars a year.