With our experienced financial advisers and dedicated development and administration staff, Prominent Financial Planners now offer a complete range of financial services in addition to our professional associates located 'in-house'.

We are continually evolving and expanding the business to incorporate new services and resources for our clients. Look out for our exciting developments in the future, including a Seminar Room and Client Library & Resource Centre.

Trusted Advice

Do you want a clear strategy and plan to achieve your financial goals? Are you unsure of how much money you will need for retirement to support the lifestyle you're accustomed to? Have you just purchsed a home, or are planning to in the near future? Do you want to reduce your debt and maximise your cashflow?

Exceptional Service

You don't have to be wealthy to invest, you need to invest to be wealthy. Prominent Financial Planners will work with you to help you. Let us develop a plan and strategy designed for your needs and goals that:

1. Is easy to understand and follow;
2. Helps you get ahead of your debts;
3. Can make your money work for you; and
4. Has flexibility to cope with changes.

Remember, it's never too early or too late to begin. Our Prominent Team will help you in all aspects of financial planning. From your very first visit you will become familiar with our team and feel right at home. Meet and learn more about our friendly financial advisers and support team here.

Ethos and Philosophy

Our team at Prominent Financial Planners is focused on delivering outstanding service and quality advice while exceeding client expectations. We believe that by building a solid foundation on these principles, it will hold us in good stead to fulfill our goal of being one of Australia's most professional and respected boutique financial planning practices.

We have a simple business ethic. "To treat our clients as individuals, respecting and appreciating their changing needs, concerns and circumstances."

Like most successful businesses, our philosophy has evolved over time and gradually developed into what we are today. Our advisers take a holistic approach to financial planning incorporating and evaluating your total needs, circumstances, and goals. We believe financial planning is a process, not a product. Our process consists of several phases, each designed to help you reach your ultimate goal in an organised, disciplined and systematic manner.

Phase 1: Discuss needs, desires and goals.
Phase 2: Develop sound financial strategies.
Phase 3: Analyse current and future resources.
Phase 4: Design a financial plan.
Phase 5: Disciplined implementation.
Phase 6: Monitor outcomes and make adjustments as necessary.

Our experience has taught us that adhering to these steps often results in allowing clients to fully realise their goals. While we offer a variety of planning arrangements, the basic framework for designing, implementing and monitoring is universal for our financial planning clients.

Our Goals

Just as you have investment goals, we have our own goals to assist you with those objectives. We want to:

1. Enable you to gain more knowledge, confidence and control of your financial arrangements.
2. Enable you to explore options and opportunities relevant to your needs and attitude.
3. Support you with debt reduction, investment opportunities, budgeting and retirement planning.
4. Help you maintain the lifestyle of your choice by planning for your financial health and happiness.