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for the milestones in life

  • Advice
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  • Home Loans
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  • Insurance

OUR ADVISERS

Traci-Lee Klinac

  • 17 Years in financial services business
  • Registered Financial Adviser and Director of Prosper Group Ltd
  • Mortgages, Insurance and Commercial Finance
  • National Certificate Financial Services Level 5

Call Traci-Lee for
more information on:

07 348 3363 ext 1

[email protected]

Call Traci-Lee for
more information on:

07 348 3363 ext 1

[email protected]

Prosper Group Ltd director Traci-Lee brings an in-depth knowledge and expertise to a variety of financial services, from mortgages and insurance to business and personal loans, ACC support, budgeting and succession planning, through to financial advice, debt consolidation, GST and Tax commitments.

"The more I can do, the less you have to worry about, so you can get on with what you are best at, whether work, business or family."

Traci-Lee is motivated and excited by the people, and the variety of people, that she works with - from first home buyers through to SMEs, as well as other industry professionals like Accountants, Solicitors, Registered Valuers, Building Inspectors and ACC.

"I love being able to offer a free service that not only saves you time, but also money. I work with other professionals to streamline the process for you, which overall contributes to a very high level of service - whether I am wearing my mortgage broker, insurance or financial adviser hat, service is paramount."

"I know when I am the 'customer' and I receive a poor level of service from anyone, it taints the whole relationship. I understand this, and I pledge a high level of service in my company. I am here for the long run, for the client, and this is evidenced by the fact that I am now assisting the ‘children’ of clients, who are now ‘young adults’ starting out on their own financial journeys," says Traci-Lee.

Disclosure Statement available on request

Call Traci-Lee for
more information on:

07 348 3363 ext 1