The pre-eminent choice for financial planning in North Brisbane

Too much month at the end of your money?

Want help to achieve your goals and ambitions?

Need some guidance making major financial decisions?

We’ve got you!

Brisbane based financial planning firm Prodigy Advisory helps you make the best financial decisions so you achieve the lifestyle you want – without compromise.

Financial Planning North Brisbane
 

Services

Superannuation

You know your employer is paying super contributions but perhaps don’t give much more thought to it than that. By understanding your options and choosing the right Super fund, you can rest easy knowing that your retirement looks bright.

Investments

You may already have some cash in the bank and some dollars tied up in Super. Perhaps you have stepped onto the property ladder too. Ensuring these investments work best for you can have a significant impact on your future net wealth.

Protecting your wealth

Even the most prepared among us can run into the unexpected. We insure our house and car but often neglect insuring our most precious asset – ourselves. Having a sound insurance strategy in place can offer peace of mind for you and your family.

 

Cash Flow and Debt Management

What you do with your money on a day to day basis has the biggest impact on your financial position. Putting in place a cash flow strategy and debt reduction plan ensures there is money left over to invest in tomorrow.

Estate Planning

As soon as you have assets behind you or a family to look after estate planning is a necessary part of your financial plan. More than just making a Will, the best estate planning ensures your wealth is passed along in the most financially- efficient and tax-effective ways.

Lending

Owning a home or investing in property can form an important part of a financial plan. For that reason aligning with a reputable lending expert that we recommend will ultimately benefit you. By combining our expertise, we can provide a more comprehensive service.

 

Financial Planning done differently

We’re challenging the playing field when it comes to financial planning. By creating a remarkable experience where the focus is on you, and only you.

We do things differently around here. With tailored, customised and simple advice to help you achieve your goals and dreams.

Let’s keep it real. Whatever life stage you’re at comes with challenges.

So we want you to know we’ve got your back. Think of us as your boxing coach in your corner. There to motivate and guide you to financial success.

Let's kick some goals

 
 

Financial planning isn’t just for your parents

North Brisbane based Prodigy Advisory works with you to build a game plan that is as unique as you are.

By focusing on your entire financial life, the Prodigy approach ensures you have the best chance of achieving your goals now and in the future.

 

 

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Are you ready to start investing in your tomorrow?

 

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