Financial advice

Planning for the future means organising every aspect in your life.
This includes planning your financial aspect as well.
We will help you assess your financial life and create specific plans with you in order to reach your goal.

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What is
financial advice?

iProsper makes it easier for you to acquire professional financial advice when you need it.

Our financial advisors will talk to you and determine your financial goals. Some of them are:

  • Identifying your short term financial goal
  • Finding out how you envision your finances in the long run
  • Assesses your risk tolerance in terms of different investments

Types of financial advisors and planners

Financial advice can be categorised into the following areas:

Life insurance Advisor

Advisor who will educate you about life insurances that pays out a lump sum to provide financial security to beneficiaries in the event of death of the insured.

Income protection Advisor

Your advisor will give recommendations about insurance that provides an income when you cannot earn one due to severe illness or disability.

Trauma/crisis events Insurance Advisor

Your advisor will recommend the best insurance for when an unpredictable event – such as physical impairment, heart attack, cancer and stroke occur – without discrimination.

Investments Advisor

This advisor will identify the best investments for you according to your risk tolerance as well as the investments’ returns.

Why do you need financial advice

Planning for your finances can often be overwhelming and stressful, which is why iProsper is here to help you. We present you with options that we feel are the best fit for your financial situation, and help you achieve your financial goals — both your short term and long term ones.

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Our process

Our process is digitally driven, which means as long as you have an internet connection, we are able to connect with you anywhere in Australia

Pre-Appointment

We start the information gathering process with you in a short 15 minute phone call.

The Appointment

You will have an obligation free phone consultation with one of our advisors

The Plan

Behind the scenes we put together a tailored plan, just for you

Let us do all the legwork

Don’t put it off, contact us now for an initial consultation
Get your free consultation