Albert Kuris

Prospaerum Financial Planning

Silver
12 Yrs Experience
Sydney, NSW 2000
Although I’m a financial advisor, my family is the most important thing in my life. Without my two beautiful children and my wife, who is, indeed, my ‘better half’, my purpose in life would be gone. The time I spend with them is the most important time in my day. That’s why, when it comes to giving financial advice in the company I founded – Prospaerum Financial Planning – I understand how important your family’s future is to you. I can help you to protect your family’s future and the future of your business. I value honesty and sincerity, which is why my financial advice to you is not always what you want to hear. But it will always be what you need to hear. I work hard, and I like clients who are willing to work hard to achieve what I know they can achieve. I’m not into making things sound complicated just to make me sound like an expert. I prefer to simplify things for you, help you to understand, and take you step-by-step through the financial advice I give you. After all, it’s your life. I enjoy seeing the delight on my clients’ faces when the plans that we have set in place actually come to fruition. My clients are long-term and I love it when they become friends.

Expertise

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Prospaerum Financial Planning

Level 11, Suite 60, 88 Pitt St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lfg Financial Services Ltd

AFSL 227096

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

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5.00

"I have been dealing with Albert for many years now and I cant speak highly enough of him. His knowledge and advice is exceptional and always goes above & beyond to provide outstanding service. I wouldn't hesitate to recommend him to others."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Albert is knowledgeable, trustworthy and empathetic. He shows great attention to detail and knowing he is there to help is a great comfort to my family. I recommend him to my friends"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Albert to be thorough, genuine, trustworthy and knowledgeable. I couldn't have asked for a more supportive financial adviser, who constantly kept me in the loop on the progress of the super claims and patiently explained all the financial intricacies to me. I was overwhelmed by the passion he showed as he advocated relentlessly on my behalf with the various insurance and superannuation companies."

  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Albert was very forth coming to understand my needs for risk insurance in context to my overall position. He explained the finer points of different risk types and how various products can fulfill that need. My feeling of dealing with him was that I can trust and rely on the advice provided."

  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Albert is tirelessly professional. I believe his skill and knowledge of his field saved us a considerable amount of money and time. I’d happily recommend his services to anyone."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Albert reviewed our existing superannuation arrangements in depth. Upon consulting with us we then agreed to switch to a fund manager with cheaper fees but no loss in terms of depth of products and future flexibility in terms of changing our investment priorities for our super. Albert also adjusted our portfolio to maximise our returns. We had too much sitting in cash and have now got a better distribution across a broader spectrum of products, including Australian and international equities. Albert also analysed our insurance policies. He recommended a consolidation to one insurer and was able to negotiate a review of existing clauses with our new insurer. In a nutshell this lead to a substantial reduction in our premiums with an increase in our coverage, a great 'win-win'. Albert is very professional and flexible, but ultimately he is someone we could trust who offered sound advice in the nicest possible way. We highly recommend his services as a Financial Adviser."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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