Prosper Advisory Pty Ltd is a team of financial planners and business accountants dedicated to helping busy, successful individuals, families, and business owners achieve financial freedom, life balance, and a happier, more fulfilling life. Their integrated business advisory, accounting, bookkeeping, and financial advice services cater to growing businesses, offering a holistic approach that focuses not just on financial outcomes but also on personal and professional fulfillment.
With a strong emphasis on partnership and value beyond traditional financial advice, Prosper Advisory aims to support couples, families, and individuals in attaining financial freedom and creating the lifestyle they desire. Their team prioritizes the success and wellbeing of their clients, ensuring they can enjoy more meaningful moments in life. By providing tailored services and investment management, Prosper Advisory helps clients align their financial goals with their values and priorities.
Founded in 2014 as a rebrand of MB+M Business Solutions Melbourne, Prosper Advisory has a rich history of supporting families and businesses in managing, investing, and growing their money. Led by experienced professionals like Narelle Pesavento and Josh Pennell, the firm offers expertise in business advisory, tax compliance, wealth management, and more. Their commitment to long-term relationships, shared successes, and family values underscores their dedication to helping clients navigate financial complexities and achieve their desired outcomes.