Prosper & Grow Financial Services

After working within the Financial Services industry for over Eleven years within Major banks, my passion for improving client's lives and transforming their lifestyle motivated me to create a positive and productive business in which I could assist my client’s in achieving their personal desired goals. We know that everyone is different and unique and therefore our approach is personalized as per our clients. We work with you to discover your objectives and then implement strategies to ensure you are moving in the right direction and help you achieve them. We want to move the financial planning focus away from selling products to forming ongoing relationships with people who need our advice and assistance over the long term Our main business premises is located in Point Cook in the outer Western suburbs of Melbourne. I also meet with clients in Melbourne's CBD or at their workplace or home for convenience. My aim is to provide our service when and where it suits you. I will work with you to find the most convenient time for meetings if the traditional 9-5 hours are not suitable for you.

Prosper & Grow Financial Services ABN :-40135821361 trading as Prosper and Grow FS Authorised Representative of Charter Financial Planning

Charter Financial Planning Limited
ABN 35 002 976 294
Australian Financial Services Licensee, License No: 234665
Member of the AMP Group

http://www.charter.com.au/vgn-ext-templating/v/index.jsp?vgnextoid=8304662c8a3ac310VgnVCM1000001903400aRCRD