ProsperityInvest Pty Ltd 

FINANCIAL PLANNING

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Wealth Management

Like anything in life, in order to get the most out of for your wealth, it must be managed appropriately. ProsperityInvest can assist you in managing your existing wealth, and building greater wealth.

Debt Management

Debt servicing can be one of the largest cash-flow demands anyone may have. It is important to ensure that debt is managed in an efficient manner to ensure that cash flow is optimised and that a clear strategy is developed for different types of debt such as tax deductible debt interest versus non-deductible debt interest.

Superannuation & Retirement Planning

With an ever increasing aging population, having sufficient income to maintain lifestyles during retirement is becoming more and more important. Advances in medical research and technology are enabling people to live longer. Leaving your retirement to chance leaves you open to longevity risk – the risk that you will out-live your retirement funds or super.

ProsperityInvest can assist you in developing a retirement plan, structure an appropriate superannuation investment vehicle including Self Managed Superannuation Funds (SMSFs) and consider appropriate benefit options such as annuities and pensions.

 

Investment Strategies & Portfolio Construction

ProsperityInvest can develop investment strategies and construct an investment portfolio that is appropriate to your financial goals and investor risk profile.

 

Life Insurance & Income Protection

Often your greatest asset is insufficiently insured or protected – your life and your ability to generate an income.  

Protecting your family’s ability to continue to maintain their lifestyle in the event of death, serious injury or illness is extremely important.

ProsperityInvest can assist you in implementing appropriate personal risk insurances including Income Protection, Trauma Cover, Life Insurance, Total & Permanent Disablement Cover.

Tony Mifsud – Financial Adviser and Company Director

Tony Mifsud is an authorised representative of WealthSure Financial Services Pty Ltd an Australian Financial Services Licensee, Licensee No.326450.

  • ASIC Authorisation Representative Number 303988.

 

Tony Mifsud has the following qualifications:

  • Graduate Certificate in Financial Planning
  • Bachelor of Commerce (Management Major and Finance Sub-major)
  • Bachelor of Business (Accounting)

 

Tony Mifsud is also a member of the following:

 

Tony also owns and operates a Chartered Accounting Practice Mifsud & Associates Pty Ltd and has over 20 years of accounting and taxation experience which his clients benefit from.

Areas of advice that Tony is authorised to provide include:

  • Financial planning advice
  • Life Insurance advice
  • Superannuation / Rollover advice and strategies
  • Tax planning strategies
  • Wealth accumulation advice
  • Retrenchment service
  • Estate planning advice
  • Self managed superannuation advice
  • Share market investment advice
  • Asset allocation advice
  • Ongoing service
  • Gearing strategies
  • Asset management advice
Financial Services Institute of Australia
Institute of Chartered Accountants in Australia

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