Prosper Wealth Solutions - financial planning for people at all stages of their lives
What our clients say
 
The best compliment we could ever ask to receive is a referral from an existing client.  Our business is built on referrals from clients and business colleagues.  Our heartfelt thanks go to our valued clients for sending us the testimonials shown below.
 
"It took me three attempts and a couple of financial near disasters to get a financial advisor I was comfortable with. That was 7 years ago when I was 51 and although things seemed generally OK to me back then I knew that I must get my act together if my wife & I were to really enjoy the "Golden Years" of our lives when we could finally do the things that we wanted to, rather than all the things we had to do...
 
I work for a major US corporation who really know how to make you earn your salary, and I used every trick I had learned from them when it came to picking my third financial advisor. But the two previous ones had let me down so badly that I felt I had no choice, although I still feel a bit guilty about how hard I pushed David Love to satisfy myself that he really was the best candidate!
 
Seven years later I am very pleased with my choice back in 2003. A lot has happened, not least of which was the Global Financial Crisis.... but David & I have worked as a team - I kept my side of our agreement and he kept his. At the age of 58 I am confident that our "Golden Years" truly are just around the corner and I doubt whether I would have been able to say that had I not selected David. "   From Don Silcock January 2011
 
 
"When we both retired we wanted to restructure our assets, to suit a retirement lifestyle and provide an income throughout our lifetimes.  This was clearly going to involve maximising returns, minimising tax, preserving capital and making the best use of superannuation proceeds. David's initial advice and ongoing commentary has helped us reach a structure which we believe will meet our objectives. The performance to date of the restructuring is testament to the quality of his advice." 
Warwick and Jan, Haberfield
 
 "Superannuation to me was a confusing nightmare. Time was what I didn't have to be able to put the work into making informed choices. David was flexible in making meeting times to see me outside work hours and took the time to get to know what type of options would be comfortable for my 'conservative' views in regards to super and insurance options. A pleasure to work with such a professional." 
Krystal, Epping
 
 "I had a bad experience with a previous financial adviser & was not kept informed about my investments.  I was introduced to David by a mutual friend & he has met every expectation.  He is prompt, courteous and  pro-active. I feel very comfortable with his work on our behalf."
Ian and Val, Asquith
 
 "We knew that our approach to managing our income and finances was in desperate need of review. David invested time to fully understand our life circumstances and goals and by taking this holistic approach, David was able to present a set of recommendations that we were immediately comfortable with. The service provided by David and Heather is certainly the most professional we have encountered in the financial planning industry and we continue to recommend David to friends, family and colleagues." 
Julie-Anne and Simon, Abbotsford
 
 "My previous superannuation scheme was managed badly. I needed help to organise myself financially. Being single and in my 50's I needed to plan for the future. David reorganised my super, created a savings and investment plan and advised on salary continuance insurance so I could meet my commitments during sickness or injury. With David's help I am moving to a better future." 
Terry, Abbotsford
 
"As a self funded retiree, I need a regular income stream to maintain my lifestyle while not reducing my capital at a significant rate. David manages my investments for a minimal fee, taking all the stress out of this from my side and allowing me to enjoy my retirement." 
Graham, Lidcombe
 
 "Being a client of David & Heather's since January 2006, I can use this experience to highly recommend Prosper Wealth Solutions. Being made redundant, as in my case, is a traumatic time but was made all that easier by David's professional approach to my financial situation & direction forward. His industry knowledge is extensive, but importantly, up to date in the ever changing areas of tax & investing. I have found David both informative & prompt in answering any queries no matter how complex they seem. I am only too happy to recommend Prosper Wealth Solutions by way of the above, & any prospective clients are free to contact me personally." John Pritchard J.P. Tel. (02) 9773 7283 Mobile 0419 408163
 
 "My retirement was a worry and I was really concerned about what would happen when I finally stopped working.  At the same time, I knew that I would have push myself to continue working in top gear, probably until I dropped. David helped me put together a plan which has set my mind at rest and at the same time, I know I can call him at any time for extra help or ideas."  
Sally, Bondi
 
 "Before seeing David we had met with a few financial planners. We are in our early 30's and earning good money, but no-one seemed to take us seriously, or understand what we needed. From the very first meeting David made us feel comfortable and confident, with his help we have saved more money than we ever thought possible, and yet we are still able to enjoy our lives without committing everything we earn to savings. We have come a long way with David's help and couldn't imagine making any major financial decision without his expert advice."
Jodi and Ben, Bondi
 
 "It has been invaluable to have David's advice & guidance over the last few years, my only regret is that I didn't find him earlier in my career." 
Martin, Waverton
 
"We thought we had a reasonably good handle on our finances but David helped us to look at the big picture. A review of our income, insurance and superannuation gave us peace of mind that we were headed in the right direction." 
Mark and Mandy, Abbotsford
 
“Being single and nearing retiring age without assets and only little savings can be a scary prospect. With David's help and  advice my superannuation savings are growing faster  and I am able to feel much more positive about my future after work. Thanks David." 
Sylvia, Alice Springs
 
If you would like to discuss becoming one of our valued clients, please contact us.