Jeff Harris

Prosperus Advice

Platinum
10 Yrs Experience
Melbourne, VIC 3000
We established Prosperus Advice to move out of the big corporations and provide a more personalized approach to Financial Planning. Our business comes solely from client referrals, so you can be assured that we do the right thing by our clients and make sure they're well and truly looked after. We specialize in assisting our clients across all major financial matters in the journey; buying a home, paying off the mortgage, all the way through to investing and working towards retirement.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We charge a clear, and agreed upon fee before we proceed. This way you're involved in the process and know exactly what it costs - and more importantly, the estimated benefits of the advice your going to receive.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 26
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Prosperus Advice

Level 27, 101 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Pertinax Lrc Pty Ltd

AFSL 526129

4.95
26 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 26

Sort by

4.75

"'My wife and I made our way to Jeff and Prosperus independent of any word of mouth or reviews. We had been looking for both accounting and financial advising expertise, ideally integrated within the same person. We stumbled across Jeff and decided to meet with him to see what he had to say and whether he was a good fit for us, and we're very glad we did. From the start, Jeff impressed us with the breadth of depth of his knowledge. He is very detail-oriented - almost obsessively so, which is very valuable if someone is going to manage your money. In follow-up meetings, it was clear that he had taken the time to know our financial situation inside and out, and he could speak about it knowledgeably. Ultimately, the plan that he developed was impressive in scope and suited our particular values and goals, which he had taken care to discuss with us in detail to ensure a shared understanding all around. Jeff is personable, charismatic, and genuine. He has shown himself to be trustworthy and reliable. There is no sense that his approach to providing us with his services is in any way 'cookie-cutter'. We could see that he put a lot of time and effort into our plan. We liked him from the start, and we also like that he is straight with us about the difficult choices that we have to make in order to achieve our goals. He is kind but direct. If you want a financial adviser who is going to tell you what you want to hear, Jeff is not your guy. But if you want someone who cares about your goals, is fair and honest, and will work hard to get you to where you want to be, you couldn't do better than Jeff Harris and Prosperus.'"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I contacted Jeff about setting up my business. We had a meeting in regards to my future business aspirations and setting up my company. He set everything up with ease and also provided me with a clear financial plan ahead. I would highly recommend Jeff as he was very easy to deal with and extremely professional."

  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeff was recommended by my accountant to support me to secure a mortgage. I've appreciated every second of his advice and knowledge."

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeff takes the time to get to know his clients and ensures that he is working in their best interest."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I happened to find Jeff through google search and got lucky. Jeff's an honest adviser sans bullshit. He's extremely efficient and has proved his worth immediately. I would guarantee his services unconditionally."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeff helped rescue me from some debts that were getting out of hand, and put my business on a firmer financial footing, in ways that I wouldn't have known were possible. I'm good at lots of things, but finance isn't one of them -- and he didn't make me feel stupid for that. He has a warm and engaging manner, which is very helpful for someone like me who tends to find finances boring or intimidating."

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

"Jeff is an extremely personable professional with excellent technical knowledge and strong work ethic. He answered all questions promptly, offered simple explanations of complex financial concepts, and provided gentle reminders when I let an activity slip. I particularly like the fact that Jeff provides a monitoring and reviewing service which ensures that my plan is always current and relevant."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeff has provided active help to manage our Super annuation and Savings account before expatriation. I was impressed by his expertise and can do attitude. I vouch he is focus in providing expert advice and services and meeting his objectives. Jeff is a pleasure to deal with and always happy to support beyond his scope and help out wherever possible. I highly recommend Jeff without reservation. Best finance adviser in town with a great futur ahead."

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

"I really couldn't thank Jeff enough for what he has done for me! He helped me at such at a difficult time for myself and with such short notice. Jeff is there for you as a person, not just a client. I really could not recommend him enough!"

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeff has been a breath of fresh air to us. He has excellent financial knowledge and people skills and is prepared to go the extra mile. He delivers on what he promises , and has put us on the right track for retirement. He has taken the stress out of our lives."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2020

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2013

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate

Institute of Public Accountants (IPA)

Membership type
Associate
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