Prominent Financial Services

Standing Out
for the Right Reasons

08 7325 3000

3 King William Road
UNLEY SA 5061

Investments

History suggests that time is on your side and investing for growth is likely to reward any volatility you endure along the way.

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Superannuation

Super is one of the most tax-effective ways of saving for retirement. The question is, how will you make sure you have enough?

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Retirement

Start planning now to ensure you are rewarded and live the retirement you have always dreamed of.

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Planning

Strategic financial planning is crucial to achieving your financial goals. Dream, plan, achieve.

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Accounting

Access to accounting, taxation and auditing services you can trust to keep your finances in order.

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Aged Care

Protect the wellbeing and financial position of anyone considering aged care by seeking professional advice.

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Investments

Whether you’re investing for the next 10, 20 or 30 years, history suggests that time is on your side and that the returns from investing for growth are likely to reward the volatility you endure along the way.

Saving is one thing and without the discipline of putting something aside it won’t be possible to invest.

Investing is something else – investing is making sure your money is working as hard as possible. Where to invest is difficult to know. Your adviser is qualified and has the experience to help you navigate the myriad opportunities available to give you the best options available for you.

Superannuation

Start saving today! Super is one of the most tax-effective ways of saving for your retirement. Even a few dollars a week can make a big difference to the sum of money available to you when you retire. Basically, the sooner you start saving, the more time your money has to grow.

Consider maximising your superannuation by consolidating multiple superannuation funds; topping up your superannuation with personal contributions; take up insurance within your superannuation; access the best investment options for your attitude towards risk; and finally self-educate and stay informed.

Not sure where to start, that is where we can help!

Retirement

Planning for a secure financial future in retirement is important more than ever!

Australia’s population is ageing rapidly. In 1967 Australians aged 65 and above made up 11.9 per cent of the population. By 2010 the level had risen to 13 per cent. And here’s a glimpse into the future – the Australian Bureau of Statistics forecasts that in 2050 it will be 23 per cent – in other words, about one retiree for every 2.7 Australians of working age. Kind of scary!

Not only are we an ageing population, we’re also living longer. Life expectancies for both men and women have increased, and this means that we now need to plan for at least 20 years in retirement. The problem is, there’s a significant difference between what we expect from our retirement and what most of us will actually be able to afford.

For most people the Superannuation Guarantee (9.25% of your salary) will probably not be enough to support you comfortably in your retirement. If this sounds like you, it’s not too late to start planning for a secure financial future.

Retiring is not the end of life as you know it but the beginning of life the way you want to live it.

Planning

There is a way to achieving your goals.

First is to talk through and understand your goals. Next is to make a plan – the plan should be clear in showing how you are intending to reach these goals. The plan may change over time as your priorities change and goals need to adapt to changes of mind or circumstances. We will be able to work with you in adapting and reshaping your plan to meet these new goals. But without a plan in place reaching your goals will be much more difficult.

Making a plan is one thing.

Sticking to it is quite another. It’s much more difficult and takes willpower and perseverance. Like working out, a coach is better than doing it all alone. A financial adviser is your financial coach and will help you stick to your plan. This doesn’t mean not being flexible but it does mean making sure you stick to it even when temptations abound and times become tough.

Accounting & Taxation

For all of your Accounting, SMSF auditing & taxation needs our in-house Accountants will ensure your return in processed to maximise your financial position.

Aged Care Advice

The area of Aged Care accommodation is a complex one and has changed dramatically since the 1st July 2014. The need to ensure you seek advice from a professional Accredited in Aged Care, prior to agreeing or signing anything, is essential to the wellbeing and financial position of the resident and their family.

Making decisions regarding the care of a loved one can be a very challenging and emotional time. Decisions normally need to be made quite quickly as 80% of residents being admitted to an Aged Care facility do so directly from a time in hospital. The need to make decisions quickly, when emotions are heightened, can result in costly decisions being made.

From the 1st July 2014, residents who do not qualify for low means tested subsidies will need to pay four different fees, including a Refundable Accommodation Deposit (RAD). It is important to understand that there are a number of strategies available to fund this deposit that do not necessarily include selling down assets, the family home or families assisting financially. The RAD is refundable as soon as the resident leaves the facility or passes away, delays in payment can be costly to the facility as interest is payable.

Christine can guide you through the complex maze of Aged Care, she can work out a strategy that considers the best interests of the family and points you in the right direction and, when the time comes, she can ensure family members receive everything they are entitled to.

Insurance, Cashflow, Debt Management,
Direct Shares & More

We can assist you with all your financial planning needs. Contact us to find out more.


Women Friendly Accredited Business

We are a Women Friendly Accredited Business.

About

Established in 2000, Prominent are experienced in all aspects of financial planning -
assisting our clients achieve their goals for over 14 years.

  • All
  • Prominent
  • Investment
  • Super
  • Other

Prominent Pro Bono Program

We provide financial assistance and advice, at our cost, to people affected by serious illness and disability.


Awards

2015

Pro-Bono Award
Winner

2015 Money Management and Super Review

2015

Practice of the Year
Finalist

Securitor Financial Group Pty Ltd

2014

Most Trusted Adviser Membership

Most Trusted Adviser Network

2013

Securitor Adviser of the Year

Securitor Financial Group Pty Ltd

2013

Industry Advocate
Award

Money Management
moneymanagement.com.au

2012

Female Excellence in Advice Finalist

Australian Financial Association (AFA)

2010

National Meeting Partner of the Year

National Speakers Association

Team

Meet the Prominent Team.

Standing Out for the Right Reasons

The Team at Prominent work together to ensure our core values are shared and reflected in everything we do. From your first contact to the time you walk out the door, we ensure that you are welcomed into a friendly, comfortable environment and that you walk away understanding and trusting that your financial affairs are managed in a professional, timely manner. Willing to assist you in any way possible, we have created a great team culture and atmosphere and we strive for excellence and to stand out for the right reasons.

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Christine Swanson, Financial Adviser, Dip FP AFPA MAICD

Christine is the Senior Financial Adviser and Director of Prominent Financial Services; she started her career 27 years ago. She is passionate about improving the perception of financial advice within the community and helping more women step up into leadership roles; she attributes her success to creating great relationships built upon honesty and trust.


Christine believes strongly in giving back, she continues to be involved in a number of mentoring programs and industry initiatives; her business is a Women Friendly Accredited business as she feels that it is vitally important that women seek financial advice to improve their financial future.


Christine plays active roles within the community, she is an Ambassador for Cancer Council SA and had raised over $200,000 to help beat cancer, she is the State Chapter chair for Inspire – an AFA initiative to help women learn, plan and achieve.


Christine was a 2012 finalist in the AFA Female Excellence in Advice Awards, SA 2013 Securitor Adviser of the Year and 2013 winner of Money Management Industry Advocate Award. Christine plays active roles with many industry associations as she believes in being at the forefront in helping improve the industry, legislation and profession.


In the work place, Christine works to reflect her own personal values of integrity and fair play. She allows her staff to make decisions and take responsibility for their actions, rather than referral and passing on responsibility within the group. It is encouraged that others manage their responsibilities, while taking and giving appropriate feedback along the way.

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Nathan Harding, Practice Manager

Nathan is Practice Manager and has been with Prominent Financial Services for over 14 years and has a Diploma of Business Management.


Responsible for many roles including para-planning, marketing and management; he provides our clients with the highest level of support and prides himself on his meticulous attention to detail.


An avid Adelaide Crows supporter, indoor beach volleyball player and music lover; Nathan also enjoys graphic design and operates his own logo and website business IdentityLab.

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Vicki Carroll, Client Services Administrator

Vicki is one of our Director of First Impressions. Vicki joined Prominent Financial Services in 2011 and has worked in the financial planning industry since 1999.


Vicki is responsible for many roles within the office, making sure she provides our clients with the highest level of professional service and friendly support.


Vicki loves to spend her free time with her husband and three beautiful children and enjoys playing netball, catching up with friends and listening to music.


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Meg Astbury, Client Services Administrator

Meg Astbury joined Prominent in 2008 and has 20 years experience in the financial planning industry.


Her position as Client Services Administrator and Director of First Impressions ensures she is an integral part of the Prominent Team.


She enjoys spending time with her young family, entertaining and gardening.

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David Preece, Finance Manager

David has had vast experience within in management and executive positions, he worked for many years with the tourism commission and enjoyed the experience of living and working in many cities around Australia.


David also established and managed his own successful company and now utilises his expertise, from his own company, in managing the financial affairs at Prominent Financial Services.


David also takes much pride in Prominent’s professional image by ensuring the property is well maintained. He finds the duel job titles very interesting and is the most popular Prominent team member especially around pay day!


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Lee Harradine, Accountant

Principal of Harradine & Norris-Green.


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Jenny Norris-Green, Accountant

Principal of Harradine & Norris-Green.


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Sam Thomas, Personal Assistant

Personal Assistant for all Harradine & Norris-Green queries.


Testimonials

We do our best to ensure you are 100% satisfied with the services we provide.

Contact

More info

Address

3 King William Road
UNLEY SA 5061

Email

mail@prominent.com.au

Phone

08 7325 3000

Book an Appointment

Contact us to book a complimentary appointment to discuss your financial situation and find how Prominent can help you maximise your opportunities and minimise your concerns.


08 7325 3000 mail@prominent.com.au

Please note this information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.


Christine Swanson is an Authorised Representative of Securitor Financial Group Ltd
ABN 48 009 189 495 AFSL/ACL 240687