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for the milestones in life

ABOUT PROSPER

Our Process

Reviewing your financial position and insurance policies, as well as your home loan/mortgage is critical to making sure you stay on track and can adjust to accommodate any shifts or changes in direction.

Call 0800 2 Prosper

0800 277 677

“Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan.” – Tom Landry

For a financial plan to succeed in achieving your desired goal – whether a life insurance policy, home and contents protection or a competitive mortgage – it must be well made,  capable of passing the test of time and be able to negotiate any obstacles you may encounter.

The Prosper Process is designed to create a robust financial plan that is personal to you and your needs, one that is based on understanding, expertise, research, an understanding of the environment you live in, and regularly reviewed.

1. Need identification 

After meeting you, your chosen Prosper Adviser will spend time getting to know you and understand your needs and aspirations

2. Research and expertise

Your Prosper adviser will then go away and, using his or her experience and knowledge as a starting point, will research the best possible solution for you. For example, it is not unusual for Prosper Advisers to contact and interview numerous underwriters for an opinion.

3. Recommendations 

Once your Prosper Adviser has identified the best possible solution for your particular needs, he or she will present his or her findings to you, along with recommendations.

4. Implementation

Once you have discussed and agreed with the best options, your Prosper Adviser will take you through the paperwork and explain the fine print – feel free to ask as many questions as you wish. Once the paperwork is complete, you’re underway.

5. Review

Reviewing your financial and insurance policies, as well as your home loan/mortgage is critical to making sure you stay on track and can adjust to accommodate any shifts or changes in direction.

Call 0800 2 Prosper

0800 277 677