Prosper Advisory Pty Ltd
Address | 9 Jasper Rd, Bentleigh VIC, Australia | ||||||||||
Phone | +61 3 9557 7654 | ||||||||||
Hours |
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Website | www.prosperadvisory.com.au | ||||||||||
Categories | Financial Planner, Accountant, Business Management Consultant | ||||||||||
Rating | 5 24 reviews | ||||||||||
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Prosper Advisory Pty Ltd reviews
24The team have been respectful, patient, helpful and professional throughout the whole journey. I am so pleased to have iced across to this team.
Prosper advisory is really good with communication and supporting my financial advise needs.
I have been working with Prosper Advisory for over 10 years and the most important thing they provide me is an explanation of what's happening in everyday language. Pictures, graphs and explanations. This helps me understand the numbers more clearly and we work together to unpack the complexities of planning for a comfortable retirement.
Excellent customer service and professionalism when dealing with their accounting team. Shannon has been really forthcoming with new suggestions on how to improve our business performance and is always available to provide training and support when needed. I Highly recommend Prosper Advisory's services to any other business owners.
I have always managed my own financial affairs with a degree of success. However, my concern around the state of financial affairs in Australia and around the world since the GFC caused me to look beyond my own skill set and to people who not only knew the markets well and had excellent contacts, but also who helped shape our investments according to our risk. And they also made sure we exhausted the best possible options around our tax, which turned out to be quite favourable for us, and something I had not previously considered. They team at Prosper are not arrogant and do not push you in any direction. But they do provide you with the best possible information to make the best informed choice.
Highly recommend Josh, Dayne, and the team.
Josh took the time to ask the right questions, listen and understand my responses. This enabled him to really tailor the financial advice to suit my needs.it has been a catalyst for positive change.
As is often the case when you find the perfect fit, I wish I'd made the switch years ago! Prosper Advisory and specifically Jacqui N have wrapped their arms around my business and family finances, with the most pro-active advice, assistance and up-to-the-minute knowledge, in addition to the regular tax assessments and bookkeeping a small business needs. Highly recommended!
Josh and the Prosper Advisory have been a good support to us. They recently conducted an interactive lunch & learn session with our Prime Motive team and provided great education & tips!
We've used the Prosper team for over 8 years across areas such as business advisory, SMSF, Accounting, Tax and a business sale. They now also look after my personal tax. Have always appreciated their willingness to think outside the box, work through complex problems and not look for the easiest path out of a solution. Most of all, I really trust their advice.
Amazing team to work with. I have been with Prosper Advisory for many years and they always do an amazing job. Keep up the great work I recommend their service to all my friends, family and clients.
I had been struggling to find a quality wealth advisor and accountant for some time until Josh and Shannon were recommended by a work colleague. Two words - first class. The service from the team has been impeccable and they have helped my wife and I not only gain a granular understanding of our current financial position, but also embed a strategy to work toward our goal of financial freedom. Cheers Josh and team
We've used Prosper Advisory for all our compliance accounting for some time & more recently their Booking service. I also personally used their Financial Planning advice.
Prosper Advisory have provided us with amazing advice from self managed super to start-up planning and everything in between. They have become a truly valued extension of our business over numerous years.
I’ve been using Prosper Advisory for over 12 months now for both my business and personal accounting matters. Jacqui has been incredibly helpful in sorting out all of my tax and finances so far. She’s very responsive to questions and always provides clear, detailed advice and instructions for any tasks required of me and my admin staff. Overall, I’ve been very happy with the service provided by Prosper and would definitely recommend Jacqui and her team.
Shannon and the team at Prosper Advisory have been professional and thorough with their advice as well as the timely preparation of our financial statements and tax returns.
We are super happy with the service received from Jacqui at Prosper Advisory. She is diligent and thorough and her communication with us is excellent. I love that she calls to ensure that we are up to date with latest news relevant to us. We would be happy to recommend Prosper Advisory for your accounting needs:)
The whole team at Prosper have been fantastic to deal with. Nothing is too much trouble and when it comes to finance they are so knowledgeable. It has given us peace of mind to knowing that Dwayne and the team are working with us to help us build our financial future.
The Prosper Advisory team have been looking after my professional interests for more than 20 years. They are communicative and professional in very respect. I highly recommend them to you.
Prosper Advisor have been our trusted financial advisors for over 8 years looking after everything from financial advice, our managed super funds through to life insurance. Josh and the team have taken the worry out of our financial future and I would recommend them to anyone.
Having been a personal and business client since 2017, my experiences with Prosper specifically Josh, Shannon, Snigdha and Dayne have been nothing short of fantastic and reassuring. The level of service provided and the professional advice given gives me great confidence when it comes to my financial affairs and future. Cannot recommend these guys enough.