Based in the heart of the Gold Coast, Prestige Wealth Management is 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 which will work to assist you through every chapter of your life - so you don't have to.
At Prestige Wealth Management, we operate under our own Australian Financial Securities Licence (AFSL). We are 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.
At Prestige Wealth Management, we operate under our own Australian Financial Securities Licence (AFSL). We are 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.
Services
Our process begins with an initial meeting whereby we spend a couple of hours developing a sincere understanding of what matters most to you. What are your goals? When do you want to stop working? What does your dream lifestyle look like? For some, this can be a tricky conversation. However, our team of transparent and knowledgeable advisers make this conversation seamless and well, fun!
As the Director of Prestige Wealth Management, Brendan wears a lot of hats. The most important of these, being a father to four cheeky children and a devoted husband to the real boss, Katie. Brendan is a recognised Certified Financial Planner, having commenced university in 1997. Brendan has completed a Masters of Business Administration in Accounting and Finance, Diploma of Financial Services and an Advanced Diploma of Financial Planning.
You've been earning a solid income for a number of years now but you don't really know where its going. You may have a few ideas of what you can do however nothing really gets past the idea stage. We can work with you help identify what's important to you, set some goals and most importantly a plan to achieve them.
You might be busy running the kids around and financially you're alright, however you think you could be doing better. You've built up some equity in your home and now that the hard yards with small children are behind you, you want focus on your future and make sure that you are making your money work for you.
This is the best time of your life and it's important to understand that it's never to late to maximise what you have, or start planning for the lifestyle you desire. The kids are (somewhat) off your hands and you're thinking about when to stop work. You have a vision of what retirement looks like and want to make sure the assets you've worked so hard to build over your working life can deliver it.
Reviews (1)
Lex Mason
Aug 31, 2019
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Brendan and the team at Prestige Wealth Management made it possible for my wife and I to have a retirement. My financial management skills should never have progressed beyond a Monopoly game board. Thanks to Brendan's expert assistance, we have retired and look forward to a sound financial future. Thanks to Brendan, Lisa, Amanda and Georgia.
