|Your Passport to Financial Prosperity|
At Advantage One not only do we specialize in Investments, Superannuation and Insurance, but we also have access to a specialist cash-flow monitoring and budgeting system called Prospera - we call it "Your Prosperity Advantage" Plan
Your Prosperity Advantage gives you the information you need to take control of your finances.
Step 1: Where are you now? What will your finances look like if you do nothing other than what you are currently doing?
Our initial analysis will show you where you are on your financial journey.
Step 2: Where could you with the right strategy? We will show you the improvements you might make to improve your outcomes and;
We will take into account your lifestyle spending, short term goals like holidays and long term goals such as repaying your mortgage and income in retirement.
Step 3: What path do you want to take? After all, it’s your money.
What changes are you prepared to make to maximize the probability of reaching your goals?
Step 4: How will you stay on track? No plan can succeed unless you stick to it. Talk to us about our ongoing monitoring service that lets you see your progress to plan on a monthly basis, with a ‘Personal Accountability Check’.
Why is Your Prosperity Advantage approach different?
By using the software, we are able to develop a strategy to achieve your goals and then provide ongoing support. This allows you to monitor your actual spending against what you said you would spend, ensuring you stay on the right track to reach your lifestyle and retirement goals.
Benefits of using the System
Andrew Venning – Director