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Income follows assets
Preserve what you’ve built
Protect what matters
Prosper into the future
The Future Prosperity Annual Review is a structured, strategic review designed to help business owners, families and farming enterprises understand what assets are driving their income today and which assets need to be strengthened next.
This is not a compliance meeting.
It’s a forward-focused, asset-led annual review built around a proven framework.
What Is the Future Prosperity Annual Review?
The Future Prosperity Annual Review is an annual asset and strategy review of your financial position, business structures and long-term direction.
It is built on a simple principle:
Income is the outcome. Assets are the strategy.
Each review follows our Future Prosperity (FP) Process, guided by the Three P’s Framework:
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Preserve your financial foundations
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Protect your assets, structures and family
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Prosper by intentionally strengthening the assets that shape future income, value and succession
This approach ensures your strategy stays relevant as your business, family and circumstances evolve.
Who the Annual Review Is Designed For
THE FUTURE PROSPERITY ANNUAL REVIEW IS IDEAL FOR:
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Business owners and family enterprises
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Farming families and rural businesses
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Professionals and investors
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Families planning for succession or retirement
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Anyone seeking proactive, strategic financial advice
Whether you are an existing client or exploring a new advisory relationship, the Annual Review provides a clear, structured starting point.
Why an Asset-Led Annual Review Is Essential
Most income pressure is not caused by lack of effort. It is caused by asset constraints.
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Strong businesses become owner-dependent
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Income becomes harder work to maintain
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Risks accumulate quietly
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Succession decisions get delayed
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Opportunities are missed
WITHOUT REGULAR VIEW:
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Understand which assets are producing your income
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Identify where income is under pressure
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Strengthen the right assets before problems arise
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Move from reactive decisions to intentional planning
AN ANNUAL REVIEW HELPS YOU:
Annual reviews are the difference between managing income and designing it.
The Future Prosperity Framework –
The Three P’s
PRESERVE – Understand Your Current Position
We begin by understanding where you stand today:
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Financial performance and cashflow
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Assets, liabilities and overall wealth position
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Major changes in your business or family
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Areas creating pressure or uncertainty
Outcome: Confidence and clarity about your current position.
PROTECT –
Reduce Risk and Fragility
We then review how well your assets and income are protected:
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Entity structures and asset protection
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Tax planning and compliance obligations
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Risk exposure and insurance considerations
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Legal, regulatory and succession risks
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Outcome: Reduced risk and greater peace of mind.
PROSPER –
Strengthen the Assets That Shape the Future
Finally, we look forward with purpose:
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Which assets are driving income today
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Which asset is constraining growth, resilience or succession
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Strategic priorities for the next 12–36 months
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Business, investment, succession and legacy planning
Outcome: A clear, asset-led pathway forward.
How the Annual Review Process Works
Step 1 – Pre-Review Preparation
Before the meeting, you complete a short questionnaire, so we understand:
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What has changed
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Your priorities and concerns
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Your short- and long-term objectives
This ensures the review is focused, relevant and valuable.
Step 2 – Future Prosperity Annual Review Meeting
We guide you through a structured discussion aligned to:
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Income outcomes
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Asset performance
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Preserve – Protect – Prosper priorities
Meetings are conducted in person or online and typically take around 60 minutes.
Step 4 – Ongoing Support
Your Annual Review sets direction.
We support you throughout the year as circumstances evolve and opportunities arise.
Step 3 – Your Future Prosperity Action Plan
Following the meeting, you receive a clear, prioritised action plan outlining:
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Immediate actions
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Medium-term priorities
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Long-term opportunities
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Responsibilities and timeframes
This becomes your asset strategy roadmap for the year ahead.
What Makes Our Annual Review Different
THE FUTURE PROSPERITY ANNUAL REVIEW IS:
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Asset-led — focused on what actually drives income and value
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Strategic — not just tax or compliance driven
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Structured — guided by a proven framework
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Personalised — tailored to your business and family
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Forward-focused — designed for long-term outcomes
This is planning with purpose, not box-ticking.
What You Can Expect to Gain
BY COMPLETING YOUR ANNUAL REVIEW, YOU GAIN:
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Clear insight into what is driving your income
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Confidence that risks are being actively managed
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A focused, asset-led plan for the year ahead
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Reduced stress and better decision-making
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A trusted adviser aligned with your future
What Happens After You Book
Once your appointment is confirmed, you’ll receive:
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A short pre-review questionnaire
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Instructions to upload relevant documents
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Confirmation of your meeting details
This ensures your review is prepared and high-value.
Appointment Details
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Availability: Limited appointments available ​
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Cost: No charge for initial meeting
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Format: In-person or online
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Duration: 60 minutes