Prosperity Planners
Financial Services • 
Melbourne, Victoria, Australia • 1-10 Employees
Company overview
| Headquarters | Level 2 UL40/1341 Dandenong Rd, Chadstone, Vic 3148, AU |
| Phone number | +6155094972540 |
| Website | |
| NAICS | 52 |
| Keywords | Personal Insurance, Investment Advice, Tax Planning, Financial Advice, Wealth Management, Superannuation, Retirement Planning, Financial Planning, Estate Planning |
| Employees | 1-10 |
Key Contact at Prosperity Planners
Chris Bailey
Co-Founder & Financial Planner
Prosperity Planners Email Formats
Prosperity Planners uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@prosperityplanners.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@prosperityplanners.com.au | 100% |
About Prosperity Planners
We are Melbourne based financial planners helping clients make smart decisions with their money. Research has continually found that the average investor consistently and significantly underperforms against freely available market rates of return. The disparity between average investor returns and market rates of return compounded over a lifetime can be cataclysmic. Our purpose is to ensure that our clients have an above average investor experience. We do this by diligently refining goals and competently coaching clients through strategies availble to realise their goals. The relationships we build with our clients is founded on mutual trust. We continually seek to set the standard for financial advice and exceed client expectations in every interaction.
Prosperity Planners revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Prosperity Planners has never raised funding before.
Prosperity Planners Tech Stack
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