Contact: The team at The Prosperity Group Financial Services

Phone: (02) 6033 2077

Email: admin@theprosperitygroup.com.au

Website: www.theprosperitygroup.com.au

FINANCIAL PLANNING

As our lives are becoming busier, financial planners like The Prosperity Group can remove the stress of dealing with your finances and give you back the time to concentrate on what is truly important in life.  The Prosperity Group Financial Services take the time to understand what is important to you, keep you informed and tailor financial planning strategies and solutions to help you achieve your goals. They will guide you through your financial decisions, whilst simplifying your finances, relieving stress and pointing you in the direction of financial freedom.

 

Lisa Steel is the principal adviser and founder of The Prosperity Group.  Lisa loves being in business and enjoys working with her staff and her clients.  She prides herself on being genuinely interested in all her clients and explaining complex issues simply and in everyday language.  In terms of qualifications, Lisa has over 16 years financial planning experience, is a Certified Financial Planner and holds both a Diploma and Masters Degree in Financial Planning. Lisa is now also a Self Managed Super Fund Specialist AdvisorTM .

 

Since starting the business in 2008, we have been able to grow organically through word of mouth and referrals from our existing clients and business partners.  Lisa only works with clients where she feels she can add significant value and she believes clients like the fact that she owns the business and lives locally.

 

When not at work Lisa loves to spend time with her family.  She loves to travel, keep fit and is a committed life long learner.  She is now a swimming, netball, dancing and drama fan – following her children’s interests and is the Board Chair at her children’s local school.

 

Please contact The Prosperity Group Financial Services on (02)6033 2077 or admin@theprosperitygroup.com.au for further information or to book an obligation free appointment within the WA Gould office at 204 Beechworth Rd, Wodonga.

Lisa Steel Pty Ltd and Financial Strategies & Solutions Pty Ltd ATF Financial Strategies & Solutions Trust T/A The Prosperity Group Financial Services.

Authorised Representatives of GWM Adviser Services Limited, ABN 96 002 071 749, Australian Financial Services Licensee, 105-153 Miller Street, North Sydney, NSW 2060

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