Josh Pennell

Hi,

I am Josh Pennell, a Director of Prosper Advisory. We are a business & wealth advisory firm that is privately owned & licensed. Our Chartered Accountants & Financial Advisers provide three core services:

1\. The Young Millionaires Club: A wealth creation & growth program for 25-45 year old's earning $120k+ pa. https://www.prosperadvisory.com.au/our-services/young-millionaires-club/

2\. SMSF Scholars: A premium SMSF investment advice, Accounting & Audit service. We help people to setup or maximise their ongoing SMSF outcomes.

https://www.prosperadvisory.com.au/our-services/smsf-scholars/

3\. FBOM (Family Business Owners Melbourne): Business Advisory & Accounting Services for family owned businesses with 10+ staff and/or $2m+ turnover. We ensure family business owners achieve better financial results, enjoy their business more and have a happier family life.

https://www.prosperadvisory.com.au/our-services/fbom/

Further to our 3 core services we also provide business valuations and personal insurance advice.

See www.prosperadvisory.com.au or call 9557 7654 to see how we can improve your results.

I have 15 years industry experience, a Degree in Economics & Finance (with Distinction), a post graduate qualification as a Certified Financial Planner & I am a member of the Financial Planning Association.

Our clients are:

• Business owners with 10+ employees
• SMSF owners
• High Income Earners &/or High Net Worth Individuals;
• Professionals & Executives;
• Baby Boomers;
• Retirees, Divorcees & Widows
• Young Professionals aged 25-45 wanting to manage money more wisely

We help individuals & business owners:

• Manage, grow & preserve wealth
• Plan, create structure, take action & achieve their goals
• Retire earlier &/or more comfortably
• Wisely manage & invest wealth
• Minimise tax
• Protect their family/business via insurances
• Setup & manage SMSF's;
• Increase business profitability & meet tax requirements;
• Understand their businesses value & how to increase it;

We are passionate about what we do and offer initial phone and face to face meetings at no charge to assist you in assessing if we are the right fit for your needs.