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Prestige Wealth Partners is a small award winning fee-for-service financial planning firm based in Perth’s Northern Suburbs. Rebecca Newton – Principal and Certified Financial Planner – established her practice in 2008 with the intention of providing very high quality ongoing financial planning services to individuals, families and small businesses. Prestige Wealth Partners is proud to be a member of the Financial Wisdom group of advisers. |
Rebecca Newton – Financial Planning with a difference
Posted by Rebecca on June 20th, 2010
Client Testimonial: Roley & Robyn Bateman
Posted by Rebecca on July 8th, 2010
“We found Rebecca after deciding that we needed to take control of our finances and start doing some retirement planning. We have no hesitation recommending Rebecca Newton to anyone.”Roley & Robyn Bateman |
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“Besides being highly qualified, Rebecca is professional and competent with a strong knowledge base in the financial field. What impressed us most has been the attention to our needs and the tailoring of a financial strategy to suit our individual circumstances.
Rebecca has always been available to discuss any concerns or issues we have and is prepared to spend time to assist in any way she is able. We now feel that our financial future is secure and know that Rebecca is always on hand should we need her.”
Find your lost superannuation for free
Posted by Rebecca on June 27th, 2010
| Do you change jobs regularly? Do you have multiple superannuation accounts? Have you forgotten your account details or misplaced your information for one or more super funds?
If you do, the chances are you can find them using the ATO’s free SuperSeeker. All you need is your name, date of birth and tax file number. Also, if you do, then the chances are you are paying a lot of management fees for your various super accounts. Let Prestige Wealth Partners consolidate and simplify your superannuation benefits. |
 Have you lost your super details? |
What is Gearing? Learn about borrowing to invest
Posted by Rebecca on June 27th, 2010
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Gearing is the strategy of borrowing money to invest. Just as you take out a loan to buy a home, you can also borrow money to invest in other assets, such as shares, property or managed funds. Gearing enables you to boost your investment earning power by increasing the amount of money you have available to invest. While investing with someone else’s money sounds like a great strategy (and it can be), there are risks involved, so it’s not suitable for everyone. Prestige Wealth Partners makes gearing strategies easy to understand and easy to implement. |
Transition To Retirement Income Streams (TTR)
Posted by Rebecca on June 27th, 2010
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Are you approaching retirement? The years before you retire can be challenging. While you are probably looking forward to having more time to do the things you enjoy, you may not be ready to stop working.
Many people are also concerned about whether or not they have saved enough super. A transition to retirement strategy can help you ease into retirement and boost your super in a tax effective way. |
Residential Aged Care: What you need to know
Posted by Rebecca on June 27th, 2010
 Retire gracefully with dignity and enjoy life in comfort |
If you or a family member can no longer manage to live independently at home, you may need to consider moving into residential aged care.
Before you do, there are many factors to consider, including your eligibility, the costs involved and the effect on your finances and lifestyle. Get some answers about the financial options for residential aged care from Rebecca Newton and Prestige Wealth Partners. |
Intro to Self Managed Superannuation Funds (SMSF)
Posted by Rebecca on June 27th, 2010
| Self managed superannuation funds (SMSFs) have become increasingly popular. While establishing an SMSF can give you greater control and flexibility when planning for your retirement, they also have extensive administrative and compliance requirements.
It’s important to understand more about SMSFs to determine if this option is right for you. |
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InScope May-June 2010: The China Story
Posted by Rebecca on June 22nd, 2010
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The recently announced Federal Budget for 2010-11, which aims to have the deficit wiped out within three years, is in part based on assumptions that the China led mining boom will continue to benefit Australia for the foreseeable future. In this edition of InScope from Financial Wisdom, we will look at how Australia’s trade links with China are currently boosting the economy and what may be ahead on China’s horizon. |
Superannuation Basics: What you have to know
Posted by Rebecca on June 20th, 2010
| Superannuation is a specialised type of investment designed to help you accumulate a significant level of savings for your retirement.
To encourage you to save for retirement, the government provides special tax advantages for super investments. Prestige Wealth Partners can help you maximise your superannuation for retirement whilst minimising your income tax. |
 Superannuation is extremely important for your future quality of life |
