Why Every Family and Business Needs the Future Prosperity Annual Review (And Why It’s Central to Your Future Prosperity)
- Future Accounting
- 21 hours ago
- 2 min read
Written by: Chris Mulcahy
Prepare for the year with the Future Prosperity Annual Review
A new year brings fresh opportunities, unexpected challenges, and moments of change in your business, your family, and your wealth landscape. To move confidently through all of this, you need clarity about where you are and where you're heading.
That’s why the Future Prosperity Annual Review exists.
The Annual Review is not simply a compliance requirement. It is a strategic checkpoint in the Future Prosperity (FP) Process, ensuring your plans evolve as your circumstances evolve. Every decision you make throughout the year becomes stronger when it aligns with the 3P's Framework: Preserve, Protect, Prosper.
Why the Annual Review Matters
Preserve: Your financial foundations are assessed so nothing slips through the cracks
Protect: Risks, structures and tax strategies are updated
Prosper: New opportunities and long-term goals are brought into focus
Think of it as your yearly alignment with your broader FP journey ensuring you’re progressing intentionally, not reactively.
Your Annual Review is your chance to take control, reset your vision, and set a clear pathway for the year ahead. Keep a look out for your invite in January.
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.
