For every step of your financial journey
Prosperion Wealth Management is a boutique, Perth-based investment advisory firm, delivering wealth management solutions to private clients, Self-Managed Superannuation Fund Trustees and corporate executives.
In addition to our wealth management services, we also offer corporate advisory services to emerging companies. Our team has extensive experience in capital raising, acquisitions and strategic planning. We work with our clients to develop a customised strategy that helps them achieve their business objectives while managing risks.
At Prosperion Wealth Management, we are committed to delivering the highest level of service to our clients. We believe that building long-term relationships with our clients is essential to our success.
At Prosperion Wealth Management, our approach to wealth management is as follows:
You can trust us implicitly to protect your confidentiality, and to provide you with advice which serves your best financial interests.
We are completely open with you in relation to fees and commissions, as well as the variety of possible impacts presented by different investment opportunities.
You can rely on our unwavering loyalty as your long-term wealth management advisor, counsel and partner.
Anthony de Nicola
Anthony is a highly qualified financial adviser with over 25 years’ experience, including 15 years of providing investment advice at Macquarie Bank. Working as a retail and institutional stockbroker in the early part of his career, Anthony acquired extensive market experience ranging from blue chip companies to microcap shares.
As an experienced adviser, Anthony has also successfully advised multiple clients on equity market capital raisings. He has a deep understanding of the market dynamics, regulatory requirements, and investor sentiment that are critical to a successful capital raising. With his expertise and experience, Anthony is well-equipped to guide clients through the complex process of equity market capital raisings and help them achieve their strategic objectives.
Area of expertise include:
Paul is an investment adviser with over 25 years’ experience including 15 years of providing investment advice at Macquarie Bank. Starting his career with Porter Western in 1996 he quickly developed a deep understanding of the unique challenges and opportunities in the natural resources sector. This has led to his passion and focus on resource equities, developing a keen eye for identifying promising companies and investment opportunities. With in-depth knowledge and experience, Paul specialises in small cap resources and corporate transactions.
Paul has a Bachelor of Engineering from UWA and a Graduate Diploma in Mineral Exploration Geoscience from Curtin University.
Area of expertise include:
Wealth creation and preservation
Having reviewed your current financial position and helped establish your goals and risk profile, we will help you work out an effective wealth creation strategy. With access to all asset classes we are both well-placed and highly experienced in helping clients meet their long-term wealth creation goals.
Superannuation and Self-Managed Super Funds
Superannuation offers the most tax-effective investment vehicle available today. How best to manage assets in your superannuation, whether inside or outside a Self-Managed Super Fund, is core to our service offering. We remain fully appraised of the changing legislative and market landscape affecting superannuation.
Superannuation often forms a key element of retirement planning, but there are compelling reasons why diversifying outside super may also be prudent. We can provide suggested asset classes to consider based on an overall appraisal of your goals, risk profile and current asset allocations.
The next 20 years will see the great transfer of wealth in Australian history. Ensuring that your hard-won assets are inherited by the beneficiaries of your choice is a key part of your legacy. We can help you ensure that your legacy is protected.
Direct equities and Exchange Traded Funds
Direct access to trading in local shares, as well as access to global shares via Exchange Traded Funds (ETFs) is a key point of differentiation for Prosperion Wealth Management. We offer a dynamic approach to your wealth management experience beyond the professional standard of managed funds, including access to the micro-cap to mid-cap sector of the stock-market.
Asset allocation and portfolio management
This is core to your wealth management journey, and we advise rigorous review of your asset allocation, particularly as you progress from one phase to another. An asset allocation mix may typically comprise managed funds, direct shares, ETFs, property, bonds and term deposits, both inside and outside superannuation.
Structural tax planning
We have the depth of knowledge and experience to best structure your investments not only to meet your wealth management goals, but also to deliver optimal benefit within existing tax regimes.
We provide access to the full suite of protection products that help mitigate the challenges caused by unforeseen death, major accidents and illness. We can also provide a guide through the sometimes-complex process of choosing the optimal policy and level of cover.