Life is a journey
- Bond - Investment Savings Bond
- February 2nd, 2010
Saving for the future
Do you want to build your wealth and pay less tax?
Are you saving for your child or grandchild’s future?
Do you wish to retire earlier?An investment bond can help you achieve your long-term goals tax-effectively.
Investment bonds provide you with an opportunity to build your wealth over the long term in […]- Wealth creation - Its a mindset - How can I make it happen ??
- January 28th, 2010
One of the greatest stresses that most of us face concerns our finances.
I have come to a realisation that many of the financial concerns people see me about are caused by the way they think, and that is what I need to work with them on reviewing. The way we, as individuals, think is something […]- Are you a young couple with a family?
- January 6th, 2010
In this chapter of your life you may have taken on more responsibilities and begun to use debt to buy your first home.
Some significant events may have already taken place, so you’ll need to reappraise your insurance needs. These could be:Getting married or committing to a long term relationship
Having children or trying to grow your […]- Are you young and independent?
- December 21st, 2009
You may think you don’t need to think about insurance at your age, but I’d urge you to think again.
Consider your lifestyle and what you could lose if something were to happen to you.You regularly go out with friends.
You have started a career.
Perhaps you are paying off the education expenses of previous years investment in […]- You can’t regulate against greed
- December 14th, 2009
Mention the name George Lucas and most may think of the STARWARS saga and the epic fight between good and evil … use the force Luke, the republic, the rebellion and much much more … sorry I digressed to childhood memories … on this occasion though I would like to draw your attention to a recent […]
- Easing the Financial pain of Critical Illness
- November 25th, 2009
Taking time to talk
It seems like there’s always time to talk about the little things in life, but discussing the big issues is never as easy.
If you think about what’s really important to you -family, security and your way of life - you realise the need to keep them safe.
Illness isn’t a subject anyone likes […]
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Life is a Journey
If you have watched television or read a newspaper recently it's likely that you have come across someone telling you that having a financial plan is a great idea. And it's true !! 
There's no doubt that financial planning can play a vital role in ensuring security and independence for your future lifestyle and the range and accessibility of financial services is now greater than ever. However, if you are like most people you scarcely have enough time to think about what's for dinner, let alone worrying about securing your financial future. So why not let someone else do the homework for you !!
We at Plan 2 Prosper, believe a sound financial plan has its foundations in simplicity and should therefore be free of unnecessary complexity. Whether you are starting a new job or retiring next year, the underlying fundamentals of financial planning (wealth creation, wealth protection & wealth succession) remain the same.
Sadly, our experience demonstrates that in the long run the laconic Aussie "She'll be right mate" just isn't true. Our experience indicates that people need to be doing more than planning to get by; planning to prosper is where the effort really needs to be. Don't just hope that tomorrow will be better than today, do something to make sure it is. To make the most of tomorrow, plan to make the most of what you have today.
Plan 2 Prosper is a successful Rockhampton based financial services business that provides advice and solutions which help people plan to prosper.
We would like to invite you to register for our internet based service and GET EMAIL UPDATES
Are you sick of your money burning a hole in your pocket each weekend? Can you recognise, that to make the most of tomorrow you need to make the most of what you have today? ... why not consider organising a group of friends to participate in an Educational Financial Forum