How the Annual Review Builds Generational Prosperity Through the FP Process

Future Accounting
Dec 17
2 min read

Written by: Chris Mulcahy

This is how the Annual Review builds generational prosperity across generations

True prosperity isn’t built in a year, but it is built one year at a time.

For families, business owners and farming enterprises, the Annual Review is more than a planning session.

It is the mechanism that ensures the FP Process continues across generations, not just financial years.

This is why the Annual Review Builds Generational Prosperity with intention, structure, and clarity.

How the 3P’s support generational success:

PRESERVE — Stability for today and tomorrow
- Create strong financial foundations that endure generational change.
PROTECT — Safeguarding family assets and legacy
- Structures, insurances, succession pathways and governance are reviewed annually to avoid conflict and uncertainty.
PROSPER — Planning for the next generation
- We map out strategies for:
  - Succession and leadership transition
  - Retirement planning
  - Asset transfer
  - Education and involvement of the next generation

This is where families build enduring prosperity, not by chance, but by design.

Your Annual Review ensures the FP Process remains alive and active.

It’s how your family or business stays aligned, protected and future-focused.

It’s how you turn intention into long-term impact.

It’s how you build prosperity that outlives you.

Keep a look out for your invite in January.

Disclaimer  

This article does not constitute financial advice and is for general information only. It does not take into account any individual’s personal objectives, situation or needs, and is not intended as professional advice. Any similarity to an individual’s personal circumstances and the examples provided in this article is purely coincidental. Any person acting upon such information without receiving specific advice, does so entirely at their own risk.  

Authorisation under an Australian Financial Services Licence (AFSL) is not required in the provision of this article and the author plus Future Accounting Group Pty Ltd is not acting in its capacity as an Australian Financial Services Licence holder 

Liability limited by a scheme approved under professional standards legislation.