Advice & Services

* Cashflow & debt management
* Investments & portfolio construction
* Insurances (Life, TPD, Trauma, Income Protection)
* Pre-Retirement planning
* Estate planning
and much more...

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When do I need advice?

Starting a family, changing jobs, starting a business or planning to retire?

There are many different times in your life when financial advice and expertise can help you to achieve your financial and lifestyle goals.

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Why choose Prudentia?

In Latin, Prudentia stands for “Foresight, Wisdom, Discretion”.

Our mission is to help empower women and families to become financially secure and achieve their goals. How are we different?

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Types of Advice

* Strategic advice: specific advice to help you achieve your financial & lifestyle goals
* Product advice: investment & portfolio construction, personal insurance and superannuation
* Ongoing advice: set-up, implementation, monitoring and regular reviews

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Disclaimer & Privacy Policy

Information provided on this website is general in nature and does not constitute financial advice. Prudentia Financial Planning Pty Ltd will endeavour to update the website as needed...

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Investment Philosophy

This is the starting point of any investment strategy. It will guide you through the decision making process when choosing between the myriad of options available. To give you an example, my investment philosophy is ...

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