We know you’re busy, so understanding your goals upfront helps us get moving right off the bat.
I WANT to:
Secure my family’s future
It’s never too early to start aligning long-term investments with short-term lifestyle goals.
FamilySafeguard intergenerational wealth
We recognise the wealth created through generations of hard work. While the foundations are solid, things evolve and grow more complex over time. Now, it’s time to continue building and protecting what you’ve achieved.
IntergenerationalStrengthen my business’ resilience
Have you done enough to pass the torch and move confidently into the next stage of your life?
Business
REGIONAL PROSPERITY
Regional Prosperity financial advisers live where you live—so we get it.
We’ll have honest conversations about your relationship with money and wealth to help clarify your vision for the future.
Grow by good
Ultimately, we want to grow, but for the right reasons. We simply do the right thing by our people and emergent energy pulls us forward. We have the confidence to do this because our vision is protected by regional Australians, for regional Australians.
We know the value of high-trust relationships
Trust is the cornerstone of any relationship. Never more so than when dealing with the financial future for you and your family.
We’re building for your future
We all learn from the past as we look to the future. By embracing our core vision—while remaining adaptable to changing markets and trends—our purpose will be just as valid 100 years into the future.
We simply care
Yep, you read correctly – we care about our clients. Sure, we call it as we see it but make no mistake, our care is genuine. It is this level of care that ensures expert advice to get you where you need to be.
We’re loyal mates
Loyal mates treat you respectfully and honestly, and—most importantly—always have your back.
Call us on 03 5232 1200 to book a no-obligation, 30-minute meeting or contact us here.
How Regional Prosperity can help you
Plan for my or my family’s future
A personal financial adviser helps you and your family build and optimise long-term investments that align with your short-term goals. By planning now, you can embrace future prosperity and safeguard your wealth and business through all the stages of your life.
Learn more
We’ll meet you wherever you are in your journey.
Managing wealth’s risks and opportunities
By partnering with high-net-worth individuals, farming-families, business owners and purpose-driven organisations, we help preserve and grow wealth responsibly. Our established intergenerational advice model ensures we meet your complex financial needs with clarity and expertise.
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We’ll meet you wherever you are in your journey.
Securing your business’s legacy
A successful business thrives without relying on its owner. Whether aiming for succession, transition or greater freedom, it starts with strong leadership and a solid strategy. We help you build a business that endures, integrating the framework to make it happen.
Learn more
We’ll meet you wherever you are in your journey.
Regional Australians that vouch for us
The team’s expertise and personalised approach have significantly improved our financial confidence. Their clear communication and tailored advice make complex decisions easy.
Tim & Helen Gibson
Regional Retirees
Kane took the time to understand my financial goals and crafted a personalised plan just for me. His approachable style and deep knowledge were clear from day one. I feel confident and empowered in my financial journey thanks to his guidance.
Dr. Paige Williams
Professional Executive
“We’re so grateful for their help! They explained everything in simple terms and made us feel secure about our finances. Now, we have a clear plan for our future. Highly recommend their service!”
Bruce & Shirley Widdows
Regional Retirees
“Great service! They explained everything clearly and helped me understand my finances better. I feel more secure about my future now. Highly recommend them for anyone needing financial advice.”
Pamela Felekos
Regional Business Owner
Frequently Asked Questions
A complimentary, no-obligation conversation — in person at one of our five offices, online, or out on your property. We’ll listen to where you are, what matters to you, and what you’re working towards. No advice or paperwork yet — just an honest chat to see if we’re the right fit.
We have up to three meetings with you to understand your goals and plans you would like to move forward with. Once we finalise strategy, we will provide a flat dollar fee quote. You pay us directly, not product providers. A one-off fee to build your Statement of Advice, scaled to the scope and complexity of your situation. If you stay on for ongoing advice, an annual fee covers reviews, portfolio management, and being on call when life changes. Any insurance commissions are disclosed and consented to upfront.
Five offices across Western Victoria — Colac, Hamilton, Geelong, Warrnambool, and Queenscliff. Our advisers live in the communities they serve, so wherever you are in the region, there’s a familiar face nearby. We meet in person, online, or out on your property — whatever suits.
Yes. Regional Prosperity Financial Advice Pty Ltd is an Authorised Representative of Personal Financial Services Limited (AFSL 234459, ABN 26 098 725 145). All our advisers are appropriately qualified and listed on the ASIC Financial Advisers Register, and we operate under ASIC’s regulatory framework.
Usually four to six weeks from first meeting to Statement of Advice. The 30-minute chat comes first. If we’re a good fit, we gather your information, model your situation, and prepare advice tailored to you — then walk you through the plan together before anything’s signed.