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Planning for Prosperity

242 Glen Osmond Road, Fullarton, SA, 5063

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Planning for Prosperity is a new breed of financial planning firm that specialises in providing strategic advice to those who are pro-actively looking to take action and make a positive difference to their financial situation. Unlike the vast majority of financial planners, our engagement goes much broader than your investments and insurance. While we have strong philosophies in these areas, our speciality is strategic financial advice that encompasses your entire situation. We’re able to add far greater value to your overall position by identifying your goals and utilising the appropriate financial strategies that will help you to achieve them, rather than focusing on products.

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Our team

Daniel Budreika
Financial Adviser

"I always wanted a career that allowed me to build ongoing relationships with clients, rather than a series of once-off transactions. One of the things I love most about of my role as trusted financial adviser is listening and getting to know someone much deeper than any other professional in their circle. Each client is different but the care and attention is the same every time.

I have a passion for providing quality strategic financial advice that adds value and a strong moral conviction to do the right thing by people. I live by these values no matter what I apply myself to.

Education and personal development is important to me, which is why I am committed to keep studying and learning from others."

Sergio Girardi
Senior Financial Adviser