PARTNERS IN WEALTH
GUARDIANS OF YOUR
FINANCIAL LEGACY
BESPOKE FINANCIAL PLANNING STRATEGIES FOR AUSTRALIANS
Your Prosperity,
Tailor Made
Many financial services companies claim to guide clients to achieve unprecedented wealth. Our approach to wealth management is rooted in a deep understanding of your unique financial landscape.
Whether you’re building assets, safeguarding your future, or optimising your current financial portfolio, Prestige Wealth Partners crafts bespoke strategies that align with your personal and business goals.
We believe in a relationship-driven approach where trust, transparency, and tailored advice pave the way to your financial prosperity.
Based in Perth, Western Australia, and extending our expertise across the nation, we are not just advisors; we are architects of prosperity, guardians of your financial legacy.
Integrated Advisory Team: Over 40% of our clients include us in their core advisory teams, working closely with their accountants, stockbrokers, and legal representatives.
Community Commitment: Our Practice Directors, including a Justice of the Peace, provide voluntary support to clients, their families, and local community members.
Enhanced Quality of Life: Clients engaging with our financial planners report not only better financial outcomes but also an improved overall quality of life and confidence during turbulent times.
Trusted by Clients: Trust in our services is strong, with 38% of new inquiries annually coming through referrals from satisfied clients.
Pioneers in Financial Security: Our visionary directors were the first in Australia to be certified as Financial Abuse Specialists, leading the fight against financial vulnerability nationwide.
“I can’t say enough positive things about my experience with Prestige and Pamela as my Advisor. From our first consultation, I felt confident that I could build a relationship with Pamela that would turn into a long lasting partnership with ongoing support. The team at Prestige have been very competent and knowledgeable, especially in dealing with my retirement planning and defining my bucket list of what I want to achieve from life and places to go and see.”
- JENNY P
A PRESTIGE PROMISE:
EXCELLENCE, ETHICS, EMPOWERMENT
Choosing Prestige Wealth Partners means opting for a partnership that values excellence, upholds the highest ethical standards, and prioritises your empowerment. Whether you’re an individual seeking to navigate the complexities of wealth or a business aspiring to elevate its understanding and practices around financial vulnerability, we are your ideal partners.
Located in Perth and operating throughout Australia, Prestige Wealth Partners is selective in taking on private and consulting clients, ensuring unparalleled attention and service. We offer not just advisory services but a promise of legacy, security, and prosperity.
Discover how we can transform your financial journey and contribute to a legacy that outlasts the tides of time.
Welcome to Prestige Wealth Partners, where your financial future is not just planned but passionately protected and prospered.
THE LEADERSHIP TEAM OF PRESTIGE WEALTH PARTNERS
CEO & SPOKESPERSON FOR
FINANCIALVULNERABILITY.COM
Triple Accredited Masters in Business Administration (MBA)
Chartered Manager & Fellow of the CMI (FCMI)
Cambridge University Pre-Seed to Exit Funding Programme
Oxford University Executive Leadership Programme
Harvard Business School Sustainable Business Strategy
Advanced Diploma of Financial Planning (AdvDip.FS)
Postgraduate Diploma in Management
Financial Abuse Specialist™ – Certified
DIRECTOR OF PURPOSE &
CHIEF OPERATIONS OFFICER
Financial Abuse Specialist™ – Certified
Oxford University Executive Leadership Programme
Masters (MSc) in Politics & International Relations
Certificate for Financial Advisers (CeFA)
Degree BA (Hons) in Politics & International Relations
Director of Financial
Planning & Wealth Creator
Advanced Diploma of Financial
Planning (AdvDip.FS)
Diploma Financial
Planning (Dip FP)
SMSF Specialist Adviser (SSA)
Member of The Association of Financial Advisers (AFA)
Justice of the Peace (JP)
Financial Abuse Specialist™ – Certified
“Why we have recommended the Prestige Team to our family and friends is their dedication to educating and empowering us to be more financially savvy. The team have always patiently walked us through various investment strategies, explaining complex concepts in a clear and concise manner and judgment free. This not only helped us make informed decisions but also instilled a sense of confidence and excitement in our financial journey.”
- KAREN AND STEVE
BEYOND WEALTH:
A CRUSADE FOR FINANCIAL LITERACY
Our commitment to Australia’s prosperity extends beyond wealth creation and preservation. We stand at the forefront of a crucial battle against financial vulnerability and abuse, a challenge all too common among many but especially the affluent and successful. Our pioneering efforts in financial literacy and awareness transcend conventional advisory roles, making us leaders in educating Australians and empowering organisations to weave financial vulnerability compliance and understanding into the very fabric of their culture.
Our workshops, consulting, and training programs* are our contribution to a more informed, resilient, and secure Australian society. By merging strategic financial planning with proactive education, we ensure your journey towards financial success is not just profitable but also protected and enlightened.
it is part of our education program
