Chetan Patel is the Principal Adviser at Prosper and Grow Financial Services, who has an extensive experience of working within the Banking and Financial Services industry for over fourteen years
Having worked across the major banks in both the Premium and Private Advising realm, Chetan was consistently considered as one of the top advisors nationwide and has won several awards. He holds a Bachelors Degree in Commerce and has also completed Advance Diploma in Financial Planning.
Chetan has developed high level expertise in Insurance, investment, retirement, Superannuation,for those with simple or more sophisticated requirements.
Chetan is passionate for improving client's prosperity and assist his client’s in achieving their desired personal growth and financial goals.
We will give specific, detailed advice within the framework of a comprehensive financial plan so that everything gels in nicely together to meet clients’ objectives in life. Chetan has developed high level expertise in investment, retirement and tax planning for those with simple or more sophisticated requirements.
We will work with you to discover your objectives and then implement strategies to ensure you are moving in the right direction.
We give advice about:
- Risk and insurance analysis
- Savings, Investment and wealth creation strategies
- Redundancy and Retrenchment strategies
- Budget planning
- Superannuation planning
- Retirement planning
- Estate planning considerations
- Centrelink planning
- Salary packaging advice
- Business succession planning