Estate & Legacy Planning
We create tailored estate and legacy strategies to safeguard your assets, minimise tax implications, and ensure seamless wealth transfer. Our Melbourne-based advisors help Australian families protect what matters most - building legacies that last for generations.
About the service
We create tailored estate and legacy strategies to safeguard your assets, minimise tax implications, and ensure seamless wealth transfer. Our Melbourne-based advisors help Australian families protect what matters most - building legacies that last for generations.
At ProsperVest, every legacy begins with a vision - a vision to protect, preserve, and pass on what you’ve built.
Our Estate & Legacy Planning services are designed to secure that vision through thoughtful, compliant, and forward-looking strategies that give you peace of mind today and confidence for tomorrow.
Tailored Planning for Generational Wealth
We understand that no two families are the same. Our Melbourne-based advisors work closely with you to develop a customised estate plan that reflects your unique financial goals, family dynamics, and long-term aspirations. Whether you’re preparing for business succession, intergenerational transfers, or philanthropic giving, our team ensures every structure aligns with Australian legal and tax frameworks.
Protect, Preserve, and Pass On
We implement strategies that safeguard your wealth against taxation, disputes, and unforeseen risks. From trusts and wills to asset restructuring and governance models, we focus on creating clarity and control - ensuring your estate transitions seamlessly to future generations.
Trusted Guidance, Proven Experience
With decades of combined experience in wealth management, ProsperVest offers the stability and precision that clients across Melbourne and beyond trust.
Our mission is simple: to transform complex wealth challenges into enduring legacies built on strategy, transparency, and care.
Dedicated to your financial legacy
Our foundation is trust, our focus is growth, and our mission is to protect.
We guide every client with integrity, precision, and long-term vision - ensuring every strategy builds not only wealth, but legacy.
We believe wealth is more than numbers - it’s about security, opportunity, and continuity. Based in Melbourne, our team partners with clients across Australia to deliver property and financial strategies that endure for generations.
Our vision is to redefine wealth management through innovation and disciplined planning - blending data-driven insights with deep market experience to create sustainable prosperity.
At ProsperVest, integrity defines every action and excellence drives every outcome. These values shape our approach to financial growth, ensuring transparency, trust, and measurable results for our clients.
Disciplined, data-driven portfolio strategies designed for growth, stability, and long-term performance.
Personalised investment strategies and exclusive opportunities for high-net-worth clients.
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