Empowering You to Achieve Your Goals
At Prestige Wealth Management, we pride ourselves on being a locally owned financial planning business, truly unique in our approach to financial advice. Our financial advisers are a trusted sounding board for your goals, aspirations, and ambitions, working together with you to implement a strategy that will work to assist you through every chapter of your life - so you don't have to. Our relationships are built on trust, honest communication, and integrity. Leading to outcomes that last a lifetime and create a legacy along the way.
Our Service Offerings
We operate under our own Australian Financial Securities Licence (AFSL) as a privately owned Financial Planning business. Thankfully, this provides us with the freedom to conduct our own thorough research for all of our investment platforms. You can rest assured, we will only present you with recommendations that are truly in your best interest.
Organising It
You've been earning a solid income for a number of years now, but you don't know where it's really going. You may feel it's time to get on top of things and get serious. Maybe you are thinking of having children, or you already have young kids. Either way, your life is about to change, and you need to start planning for your future.
Building It
Your weekends are gone, and more than likely tied up with kids' sport, activities, driving them from one commitment to the next. Not to mention everything in between! Between the kids, work, and the rest of it all, you haven't found the time to sit down and think about the future. But you realise now more than ever, that time is travelling by way too quickly.
Spending It
The kids have flown the coop, but that doesn't mean that they are off your hands altogether. You may be finding yourself thinking about when you want to stop working? Is there a right time? You have an idea what your retirement looks like, and want to make sure the assets you've worked so hard to build over your working life can deliver it.
Our Vision
Our vision is at the forefront of what we do, every day. It is our mission to ensure we improve the quality of life for those who seek our advice, and commit to working with us. We achieve this by being a trusted sounding board for our clients, at every stage of their life. We pride ourselves in always being a constant source of guidance and support, at every available opportunity.
Our Team
At Prestige Wealth Management, we respect your lifestyle and your future goals, financial or otherwise. We pride ourselves in our transparency and dedication to making your strategy easy to understand and work for you every step of the way. Unlike most financial planning businesses, we wholeheartedly encompass what we do, well, because we're doing it too.
Overall Experience
The reviewers have had a highly positive experience with Prestige Wealth Management, with both authors giving the company a 5-star rating.
Attention to Detail and Customized Plans
The authors have commended the team at Prestige Wealth Management for their attention to detail and ability to create customized and feasible financial plans. Indira Thivy mentions that the team took the time to work on "bespoke and feasible plans, " and that the plans have been "easy, fun and exciting" to implement.
Supportive Staff
Both authors have praised the support staff, with Indira Thivy giving a special mention to Sharon for her behind-the-scenes work in keeping everything organized. Lex Mason also thanked Amanda and Georgia for their assistance.
Achieving Financial Goals
The reviewers have used Prestige Wealth Management to achieve their financial goals, with Indira Thivy having just started a financial strategy and Lex Mason citing the company's help in making him and his wife able to retire.
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