Prospera delivering benefits to financial advisers and their clients.

Since 2014, Prospera financial modelling software has been supporting financial professionals in demonstrating the benefits of different wealth creation strategies to their clients.

Visit this page to read and watch testimonials from Prospera subscribers.

Reference from Rob Pedersen, Principal, Matrix Norwest Financial Planners

rob pedersen matrix norwest financial planners prospera reference

Review from Todd Kardash, CEO, ClearView Financial Advice

Prospera reference from Todd Kardash at Clearview

Why choose Prospera?

  • The Prospera software allows advisers to transition from a product sale service offering to a holistic advice service offering. Prospera clients are willing to pay for the valuable service they receive as a result of following the Prospera advice process. We find clients appreciate the monthly monitoring of their lifestyle and financial position.

    Brendan Minehan
    National Financial Services
  • Prospera is the only tool that enables me to track my clients’ progress against their financial strategy each month.

    Sandy Hopps
    Strategic Planners Pty Ltd
  • Our clients don’t make a move without our advice. Prospera did that.

    Jason Poole
    GPA Matrix, Newcastle
  • Prospera supports a business model that is completely independent from product or product suppliers.

    Allison Dummett
  • If a strategic financial plan can’t keep up with changing life circumstances, what use is it? Prospera facilitates easy remodelling of financial strategies as circumstances dictate.

    Rob Pederson
    Matrix Norwest
  • Prospera achieves joint accountability between adviser and client to meet agreed goals; strategic over transactional. The financial rewards, client satisfaction and adviser satisfaction become far greater. It’s a win-win for everyone.

    Troy Collins
    Collins Financial Group