What Prosperity Advisers Group does

Prosperity Advisers Group is an Australian integrated professional services firm founded in 1989 and headquartered in Newcastle, with additional offices in Sydney and Brisbane and a staff count exceeding 150. The firm delivers a multidisciplinary advisory offering spanning Business Advisory Services, Taxation Consultation, Audit and Assurance (including internal audit, risk management, cybersecurity and fraud investigations), Financial Advice and Wealth Management, Lending (including residential, commercial, asset and car finance), Salary Packaging and Novated Leasing, Sustainability and ESG advisory, and International Business Migration. It serves seven named verticals: Growth Businesses, Family Business, Government and Public Sector, Health Care, Hospitality, Not for Profit, and Innovation and Technology, with mid-market businesses, family enterprises, government entities and high-net-worth individuals as the primary buyer segments.

The underlying technology stack is conventional professional services tooling: there is no proprietary software platform, no public API, and no disclosed AI or ML models. The firm has deployed client-facing digital portals for salary packaging and the Smart Drive novated car leasing product, and offers Data Analytics and Virtual CFO services that imply basic data-driven benchmarking and modelling capabilities. There are no patents or registered software assets. The firm is a member of the Leading Edge Alliance global accounting network and previously established an Asian desk joint venture with Fountainguard for cross-border advisory.

The business model is engagement-based professional services combined with recurring wealth management fees from over $1 billion in Funds Under Management (up from approximately $700 million in 2018). Revenue streams include tax, accounting and audit fees billed on engagement or retainer; recurring advisory and management fees from financial planning, self-managed superannuation and insurance; lending commissions across residential, commercial, asset and car finance; and salary packaging administration fees. Pricing is not publicly disclosed. Go-to-market is sales-led and relationship-driven, relying on referrals, cross-selling across integrated service lines, content marketing (Insights blog, Your Prosperity podcast, webinars), social media presence, and earned media from repeated industry awards.

Name

Prosperity Advisers Group

Legal name

Prosperity Advisers

Website

https://prosperityadvisers.com.au

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

101–250 employees

Short description

Prosperity Advisers Group is an Australian integrated professional services firm founded in 1989, delivering tax, accounting, audit, financial planning, lending, salary packaging and ESG advisory across three east coast offices to mid-market businesses, family enterprises, government entities and high-net-worth individuals.

Ownership category

akta.pro rank

Product category

Professional Services (Accounting, Tax, Audit, Advisory)

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Professional services firm
• Tax and accounting advisory
• Audit and assurance services
• Financial planning and wealth
• Business advisory services

Headquarters

HQ city

Newcastle

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services - Tax, Accounting & Audit: Revenue generated from business advisory, tax lodgements, audit and assurance, internal audit, risk management, cybersecurity, fraud investigations, and consulting services billed on engagement or retainer basis.
2. Financial Planning & Wealth Management: Revenue from financial planning, self-managed superannuation, estate planning, personal insurance, and investment advisory services. Funds under management exceed $1 billion, generating recurring management/advisory fees.
3. Lending & Finance Services: Revenue from residential finance, business and commercial lending, asset finance, car finance, and novated leasing services facilitated through the firm's lending advisers.
4. Salary Packaging & Employee Benefits: Revenue from salary packaging administration and novated leasing services for employers and employees, delivered through dedicated portals.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Prosperity Advisers Group is an integrated Australian professional services firm delivering tax, accounting, audit and assurance, business advisory, financial planning, wealth management, lending (including car finance via the Smart Drive novated leasing service), salary packaging administration, and sustainability/ESG advisory to mid-market businesses, family enterprises, government entities, and high-net-worth individuals. Services are delivered through three east coast offices (Newcastle, Sydney, Brisbane) and supported by self-service digital portals for salary packaging and Smart Drive car packaging.

Product overview

Prosperity Advisers Group is an Australian financial advisory and professional services firm offering an integrated suite of services through a unified advisory model. The core portfolio comprises Business Advisory Services, Taxation Consultation, Audit and Assurance, International Business Migration, Financial Advice, Wealth and Insurance, Lending (including Smart Drive car finance), Salary Packaging and Novated Leasing, and Sustainability/ESG advisory. The firm operates across multiple sectors including Health Care, Hospitality, Family Business, Government, Growth Businesses, Not for Profit, and Innovation and Technology. The firm distinguishes its offering through cross-disciplinary integration — combining accounting, tax, financial planning, corporate assurance, lending, and employee benefits under one advisory roof — supplemented by educational content through Your Prosperity Podcast and Webinar Recordings. The company has offices in Newcastle, Sydney, and Brisbane, and employs over 150 staff managing funds under management exceeding $1 billion.

Differentiator

Problem solved

Functional benefit

Brands

• Prosperity Smart Drive: Car buying and novated leasing service
• Emcore
• NextGen Financial Services

Products and services

• Business Advisory Services Comprehensive advisory services for businesses including preparation of financial statements and tax lodgements, business benchmarking and modelling, business succession planning, data analytics, virtual CFO and bookkeeping services, and payroll services.
• Taxation Consultation Expert tax support for businesses and tailored tax advice for individuals, covering advisory, compliance, and strategic planning for domestic and international tax matters.
• Audit and Assurance Internal audit, external audit, merger acquisition and due diligence, risk management, external assessment of internal audit, IPO advisory, ethics and whistleblower services, cybersecurity, fraud investigations, and service reviews for local government.
• International Business Migration Advisory services for international investors and businesses expanding across borders, including audit and assurance, transaction advisory, taxation for international investors, international business advisory, and global partnership coordination through the Leading Edge Alliance.
• Financial Advice, Wealth and Insurance Holistic financial planning, self-managed superannuation, wealth protection and lifestyle planning, estate planning, NextGen Financial Services, and legal and compliance support for individuals and families, generating recurring management fees on Funds Under Management exceeding $1 billion.
• Lending Services Residential finance, loan review, business and commercial lending, asset finance, car finance, and the Prosperity Smart Drive novated car buying service.
• Salary Packaging and Novated Leasing Salary packaging services for employers and employees, novated leasing for employers and employees, with dedicated portals for salary packaging and car packaging (Smart Drive).
• Sustainability and ESG Sustainability advisory and assurance services including ESG strategy, reporting, and advisory services to help businesses build sustainable futures.
• Prosperity Smart Drive Novated Leasing A specialized novated car leasing service under the Prosperity Smart Drive brand, offering car buying assistance integrated with salary packaging arrangements for employees.

Quantifiable outcome

• Over $1 billion in Funds Under Management
• +1 more outcomes

Named customers1 record

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Leading Edge Alliance (LEA)coreStrategic or Co-development PartnerProsperity Advisers Group is a member of the Leading Edge Alliance (LEA), a global accounting and advisory network. The firm won an Edge Award from LEA in 2014, demonstrating active participation in the international network. LEA membership enables Prosperity to serve clients with international business and cross-border advisory needs and provides access to global expertise and resources.
• Global Partners NetworkminorStrategic or Co-development PartnerProsperity Advisers Group maintains a network of global partners under its International Business Migration service offering, enabling cross-border advisory for international investors and businesses expanding across jurisdictions.
• FountainguardminorStrategic or Co-development PartnerProsperity launched an Asian desk joint venture with Fountainguard in 2014 to bolster expertise and Mandarin-speaking team capability, showcase Australian investment opportunities, and strengthen on-the-ground relationships with the Asian market.
• Great Place To Work®coreOthersProsperity Advisers Group earned Great Place To Work Certification in Australia for May 2026 to May 2027, based on employee survey feedback. This certification validates the firm's workplace culture and employer brand.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• William Buck: Australian mid-market accounting and advisory firm with offices across multiple states including Newcastle and Sydney. Directly comparable on mid-market focus, advisory/wealth service breadth, and east-coast regional footprint.
• RSM Australia: Mid-tier global accounting and advisory network operating in Australia, serving mid-market and growing companies with audit, tax and consulting. Comparable to Prosperity's mid-market positioning, multi-office Australian footprint and integrated service offering.
• Pitcher Partners: Australian mid-market accounting, audit, tax, wealth and advisory network with multi-office east-coast presence and integrated service lines. Closely comparable to Prosperity in scope, client segment (mid-market, HNW, family business) and integrated multi-disciplinary model.
• Nexia Australia: Australian mid-market accounting and advisory network member with multi-office presence. Directly comparable on mid-market focus, integrated audit/tax/advisory services and east-coast footprint.
• Pilot Partners: Australian mid-market chartered accounting firm with integrated tax, audit, business advisory and wealth services across east-coast offices. Closely comparable to Prosperity on service mix, client segment and integrated multidisciplinary model.
• Crowe Australasia: Mid-tier Australian accounting, audit and advisory firm serving mid-market and growing businesses. Comparable service breadth (audit, tax, advisory, wealth) and mid-market positioning to Prosperity.

Broad incumbents

• BDO Australia: Top-tier Australian accounting and advisory network with national presence and integrated wealth, tax and audit capabilities. Larger and more diversified than Prosperity but serves overlapping mid-market and HNW client segments.
• KPMG Australia: Big 4 professional services firm in Australia with deep mid-market, HNW and family business advisory practices. Direct competition for larger mid-market and government engagements; Prosperity's incoming Chairman Tony Nimac is a former KPMG Partner.
• Grant Thornton Australia: Global mid-tier advisory network with strong Australian presence across audit, tax and consulting. Comparable mid-market client overlap, though broader footprint and larger scale than Prosperity.
• PwC Australia: Big 4 firm with extensive Australian audit, tax, consulting and deals practices. Competes for the upper tier of Prosperity's mid-market and family business clients and recruits from the same talent pool.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/louismarbel
• Facebookfacebook.com/prosperityadvisersgroup
• LinkedInlinkedin.com/company/prosperity-advisers-group
• Instagraminstagram.com/prosperity_advisers_group

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Prosperity Advisers Group