Sydney – investing for the future

Prosperity Advisers is planning for substantial growth in 2014 despite the tight economic conditions. The expected increase in operations has prompted a move recently to larger custom designed premises in Elizabeth Street.

Sydney Office Principal, Stephen Guthrie said “the move allows ample space for growth, provides our people more modern and effective work spaces and importantly for our clients and visitors it provides additional briefing rooms and convenient transport links.”

The firm has over 100 staff across its Sydney, Newcastle and Brisbane offices. CEO, Allan McKeown says “Prosperity has invested in building our capability in a number of areas.

“The development of personal global connections through our international alliances has resulted in much activity as Sydney benefits from direct Asian investment and international interest in Australia as a safe harbour entry point. Our well resourced Asian desk with multi-lingual capability has been particularly well received.

“Our ability to meet the sophisticated needs of ultra high net wealth individuals through a comprehensive seamless service offering and the expansion of our medical and allied health speciality through our acquisition of the East Coast clients of a speciality firm, will also fuel our growth this year.”

About Stephen Guthrie

Stephen has more than 20 years experience providing strategic business advice and taxation services to his clients.

He is a Director in the Business Services and Taxation division managing a team of professionals delivering business advisory, taxation, corporate assurance and financial services advice. Prior to joining Prosperity Stephen was a partner in a global accounting firm, where he advised business, corporate and personal clients and non-profit organisations. Stephen also works closely with our Prosperity Health clients that have Medical and Dental practices and has assisted numerous medical professionals over his career.

Stephens’s expertise includes advising business owners and private clients on their strategic planning and business development, restructuring, valuations, taxation and finance needs. He specialises in working with high net wealth family groups providing effective business and financial solutions.

He also has many years experience working with clients in the health, retail, manufacturing, financial and professional services industries. Stephen has also provided business valuations for a variety of business types, including his recent involvement in the environmental sector.

Stephen enjoys working with clients on complex and challenging business issues, using his proven technical and analytical skills to deliver good financial outcomes for his clients.

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