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Prospur Financial

5.0(5 reviews)See reviews ↓·Geelong

About the company

Prospur Financial is a financial planning and wealth management firm based in Geelong. It operates as the trading name of HM Financial Group Pty Ltd and is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd. The firm is a member of the FAAA and has over 20 years of experience.

Ben McLennan is the founder of Prospur Financial and has specialised in wealth creation, long-term investment planning, and retirement strategies since 2008. Prospur Financial offers financial advice, superannuation, retirement planning, wealth protection, scam protection, and guidance for UK expats. It uses proprietary software, in-depth market analysis, and real-time data to provide financial advice. Prospur Financial supports education in Malimea, Ermera Province, Timor Leste, sponsoring girls to complete secondary school.

What customers say

Based on genuine customer reviews

Recurring across the feedback for this Geelong practice is the depth of knowledge Ben brings to retirement and superannuation planning, paired with an approachable manner that clients find easy to talk to. A handful of customers describe long-standing relationships, with one noting that guidance has continued over roughly five years while goals for later life were mapped out and put into action.

A point made in several accounts is the way complex investment and superannuation strategies are explained plainly, so that people who arrived unsure about their own finances leave with a clear sense of direction and the confidence to act. Several accounts note the patience and empathy shown during those conversations, describing an adviser who listens carefully rather than treating the process as purely a matter of numbers and spreadsheets. Ben is named directly in the accounts, alongside Bec, whose support behind the scenes is also acknowledged with appreciation.

The result described is steady financial progress and a greater sense of wellbeing, with clients reporting that the questions raised early on helped shape plans suited to their circumstances. Straightforward communication, genuine care and a willingness to address difficult topics run through nearly every account, and the value placed on that ongoing guidance is expressed plainly throughout.

Reviews

Reviews are taken from publicly available sources.

ER
Elizabeth Rider6 January 2022

Very informative. Ben has assisted me for approximately 5 years planning my retirement goals. I knew where I wanted to be but didn't know how to achieve the goals. With his strong knowledge of superannuation planning and investment strategies I am in a healthy position. It difficult to allow someone to manage your financial affairs or acknowledged that I didn'tunderstand. Many people would say I didn't need to pay for planning advice. It was scary to place so much trust in someone regarding these matters. I'm so glad I finally did. My only regret is I didn't ask for financial advice earlier. I made mistakes.

GM
Georgia Mclennan29 November 2021

🤩🤩🤩

JH
Judith Hester26 August 2021

Prospur Financial is a great financial company, Ben is straight forward with and ask the questions that needed to be ask, so they can plan for your future. Thank you Ben and Bec for all you have done for me, it has been greatly appreciated

MV
Matthew Van Beveren17 January 2020

Ben has been great for my financial growth and well being, I highly recommend Ben at Prospur Financial!

JM
John Manserra7 November 2018

If your looking for an empathetic listener that cares and gets that great advice is beyond a spreadsheet, then I highly recommend Ben at Prospur Financial.

Financial advisers & planners in Geelong compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Geelong are compared.

RankProviderRatingReviewsOpen Sat.
1Burke Britton Financial Partners★ 5,0146No
2Index Wealth - Geelong★ 5,071No
3Community Chapman Welsh★ 5,047No
4Muirfield Financial Services Geelong★ 5,041No
5Super Focus★ 5,017No
10Prospur Financial (this page)★ 5,05No
Contact
+61427384433prospurfinancial.com.auSte 16, Level 2 24/10 Moorabool St, Geelong VIC 3220
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed