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ProsperVest

About

Australia's trusted wealth and investment advisors. Focused on strategy, growth, and long-term success.

Dedicated to

your financial

independence

We believe wealth is more than numbers - it’s security, opportunity, and legacy.Our team is dedicated to guiding clients with care, integrity, and expertise across generations.

Core values

Vision & mission

01

Shaping financial futures

We empower Australians to achieve lasting prosperity through tailored wealth and property strategies. Our vision is to create enduring financial growth built on integrity, expertise, and trust.

02

Integrity & excellence

Integrity defines every decision we make, and excellence drives every result. These values shape our approach to investment, ensuring our clients’ success is secure, transparent, and consistent.

03

The team behind

Our advisors bring deep financial insight and genuine care to every partnership - uniting expertise, accountability, and personalised service to protect and grow your wealth.

Our history and

milestones

Timeline

2008

Founded in Melbourne with a clear mission - to help Australians grow lasting wealth through property and financial investment strategies grounded in trust, insight, and integrity.

2013

Expanded our advisory services to include property acquisition planning, portfolio diversification, and wealth protection strategies for private clients nationwide.

2017

Achieved $150M in assets under management, reflecting consistent performance, client confidence, and our commitment to ethical, long-term investment growth.

2021

Launched ProsperVest Private - an exclusive division offering tailored access to high-performing real estate and private investment opportunities across Australia.

2024

Strengthened our presence with offices across Melbourne, Sydney, and Brisbane - enhancing our ability to serve clients locally and internationally with precision and expertise.

2025

Expanded into national property funds, offering clients broader access to diversified investment opportunities.

Next

Our goal is to surpass $1B in managed assets while continuing to deliver measurable results and sustainable prosperity for clients across generations.

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Your partner in private capital growth

Empowering clients to grow and protect their wealth with tailored investment strategies built on trust, insight, and performance.

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