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The Future Prosperity Process: How the 3P’s Create Clarity, Confidence & Forward Momentum

Written by: Chris Mulcahy


Build confidence in your next steps through the Future Prosperity Process


Many clients ask: “What makes your Annual Review different?”

The answer lies in our Future Prosperity (FP) Process, anchored by the 3P’s: Preserve, Protect and Prosper.


This framework takes the complexity out of financial and business planning and turns it into a simple, powerful structure that ensures no area is overlooked.


Future Prosperity Process

PRESERVE: Know Where You Stand Today


This is the foundation of the FP Process.

Before making any strategic decisions, you must clearly understand:


  • Current financial performance

  • Cashflow health

  • Assets, liabilities and wealth position

  • Any major changes in your business or family situation


The Annual Review gives you this snapshot, a crystal-clear view of your starting point for the new year.


PROTECT: Safeguard What Matters Most


Once we know where you stand, we turn to ensuring everything is secure and structured well.


During the Annual Review, we examine:


  • Entity structures

  • Asset protection

  • Tax planning and upcoming obligations

  • Risk exposures and insurance needs

  • Compliance updates and regulatory changes


This is essential to avoid surprises and to ensure your strategy can withstand unforeseen events.


PROSPER: Build the Future You Want


Finally, we look forward.

This is where we connect your long-term aspirations with practical steps.


We explore:


  • Growth opportunities in your business or investments

  • Succession or retirement pathways

  • Intergenerational planning

  • Strategic priorities for the next 12–36 months


This is the part of the FP Process where momentum is created, where the future becomes clearer and more achievable.


The Annual Review is the annual activation point of the entire FP Process. It reinforces your foundations, strengthens your protections, and sets your direction. 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. 


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