Member Services

Apart from the professional, reliable and friendly service that Prosperity Mutual provide you, we also provide you with the following services as part of becoming a member of our family.

LOANS

Our up-to-the line minute product knowledge and extensive research enables us to offer you highly specialised mortgage structuring designed to provide you with optimized wealth-building advantages. We pride ourselves on being a mortgage and finance provider skilled in matching our member’s financial requirements to a range of carefully selected competitive mortgage products.

CORPORATE FINANCE

Prosperity Mutual can arrange suitable and competitive commercial loan products through team of experienced commercial lending specialists. We can also facilitate specialist lending such as structured finance, debtor factoring and business overdrafts.
Some people have difficulty in obtaining finance for all sorts of reasons. We recognize the need for alternative solutions and offer access to specialists who can provide funds to non-conforming borrowers for the purpose of purchasing as investment property. If you are having difficulty satisfying traditional lending criteria, talk to your Prosperity Mutual representative about a possible solution.

INVESTMENT PROPERTIES

Prosperity Mutual is committed to providing the optimum return for our investors. Our property selection is chosen only from credible developers extending throughout Sydney, Melbourne and Brisbane. We will only select areas that combine infrastructure and growth, together with highly attractive yields. Our investment properties have been great success for our members.

TRAVEL CLUB

Many of our members take advantage of our services for discounted accommodations, airfares and packaged holidays. We can tailor a package that’s perfectly suited to your domestic or international travel needs. Furthermore, Prosperity Mutual has access to most of the major airlines and resorts within Australia and around the world.
Saving money on travel is as important as higher returns on investment (and what a way to reward yourself for your achievements!). See our Travel Club (section 5) in this folder for more information.

INSURANCE AND SUPERANNUATION

Through the use of quality research and the extensive experience and support of our associated financial advisors and insurance brokers, you can rest easy in the knowledge that the right plans are put in place to protect you, your family or your business. Your dedicated team can also help you to capitalize on the use of superannuation for retirement and estate planning.

ACCOUNTING

We believe that it is critical to have the best tax advice when creating any tax structure, both for compliance reasons and to ensure maximum returns. Our associated team of accounting and tax specialists are both knowledgeable and pro-active when it comes to assisting you with your tax planning and budgeting and creating optimum growth from your investments.

FINANCIAL PLANNING

Whether you’re just starting out, budgeting to save, looking to build wealth in tax effective manner or trying to put your hand earned dollars to work, a financial planner can guide you every step of the way. The responsible officer of Prosperity Mutual is a certified member of the Financial Planning Association of Australia and has extensive experience in all matters of financial planning.
The team of financial planners at Prosperity Mutual are able to provide you with valuable advice in areas such as superannuation, managed funds, share investments, estate planning – the list goes on. The company is positioned as a highly respected financial services firm amongst industry peers.

Prosperity Mutual don’t believe that you can be a master in every discipline, that’s why they utilize the skills of specialist in the carious fields relevant to your requirements.

From young professionals just starting out growing families, Prosperity Mutual are serving clients come from all walks of life and include top executives both in Australia and globally. Prosperity Mutual also provide a range of specialsed services to corporate clients and entrepreneurs.

Prosperity Mutual’s aim is to provide their clients with much more than just advice. By educating on how to plan, execute and sustain growth, Prosperity Mutual clients are given the knowledge to succeed in achieving the lifestyle they’ve always wanted.

LEGAL SERVICES

Our Legal Team is long established and innovative law firm, providing corporate and individual clients with quality legal advice and professional service.

They are accredited business law specialists dealing with franchising, business succession, business restructuring and mergers, intellectual property, contracts and general legal advice. The company also specializes in wills and probate including estate planning, testamentary trusts and will contests.

The company uses modern day technology, which facilitates electronic business transaction and encourages clients to also use e-mail wherever possible to help provide speedy and efficient service.

We deal with a Sydney law firm with a strong commercial practice. Located in the heart of the CBD, its client base includes small investors, small to medium public groups, large public and private companies and high net worth individuals. The firm specializes in business structures and business acquisitions, commercial and residential property sales and acquisitions and commercials leasing.

As a logical extension of these services, the firm also provides a suite of services for estate planning ranging from simple wills to more complex wills and trusts. Known for doing what it takes to get the job done, O’Neill Marengo make it their business to be deal makers not deal breakers, and to the essence of the transaction and provide practical, commercially driven solutions.

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LOOKING FOR A BETTER DEAL ?

Whether you are buying your first home or refinancing
Prosperity Mutual can help you save money on your home loan and guide you from initial consultation stage all the way through to settlement. Our company prides itself on providing its customers with a personal service second to none. Services operate in Sydney, Canberra and Melbourne.

CONTACT US TODAY ON 1300 854 667