Prospera uses a unique approach to help advisers’ clients to visualise their lifetime wealth creation journey, and to understand what they need to do next.

The unique approach is the Tale of the Whale, a simple visual representation of the six stages people follow to create wealth: saving, equity-building, consolidating, accumulating, pre-retirement and retirement. Highlighted within each of these stages are the key actions clients need to remember, including earn, save, protect, invest, spend and celebrate.

Prospera helps financial advisers to make financial conversations memorable for clients, and gives clients a clear understanding of their financial future and the next steps they can take.

Prospera Financial Advice Platform

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