Find Your Advisor Match

Personalized advice for portfolios $200k and above

Answer a few quick questions below to get matched with a financial advisor based on your needs

What is your current age? *

35 and under

36 - 45

46 - 54

55-64

over 65

When would you like to retire? *

1 - 5 Years

5 - 10 Years

10+ Years

Already Retired

Do you own a home? *

Yes

No

Do you own a business? *

Yes

No

What is your annual household income? *

Less Than $40,000

$40,000 to $74,999

$75,000 to $99,999

$100,000 to $149,999

$150,000 to $249,999

More Than $250,000

Please estimate your total investable assets. (Your estimated total of cash, stocks, bonds, superannuation & investment accounts) *

Less Than $100,000

$100,000 to $200,000

$200,000 to $300,000

$300,000 to $500,000

$500,000 to $1 MILLION

$1 MILLION to $3 MILLION

More Than $3 MILLION

How soon would you like to connect with an advisor? *

I am ready to talk now

In the next few days

In the next 1-2 weeks

Not sure

What is your current financial priority? *

Retaining my wealth

Growing my wealth

Building up my savings

Just getting started

First Name

Last Name

Where can you receive the additional information about your vetted advisors? *

What is your mobile phone number? *

Next

Disclaimer:

ProsperWiser is a wholly owned brand operated by ProsperWiser Pty Ltd ("ProsperWiser"). ProsperWiser provides financial education and a referral platform designed to connect individuals with qualified financial advisers and financial service professionals across Australia.

ProsperWiser matches and refers individuals to financial professionals who have elected to participate in our referral network. ProsperWiser does not provide personal financial advice, investment advice, financial product recommendations, or financial planning services. Any information provided through this website is general in nature and does not take into account your personal objectives, financial situation, or needs.

Before making any financial decision, you should consider whether the advice or financial product is appropriate for your circumstances and seek independent professional advice where necessary.

By using this website, you agree to our Terms and Conditions and Privacy Policy.

custom_values.company_logo=
custom_values.headshot=