Our Expertise
This is what makes us refreshingly different .
Prestige Wealth Partners is a privately owned boutique Australian wealth advisory firm, with a clear goal to create meaningful relationships that help our clients achieve their financial and lifestyle goals through the creation and protection of wealth.
Being a privately owned business means that Prestige is not owned by any bank or financial institution, neither is it aligned to one. This allows us the freedom and scope to provide advice and recommendations that are designed to protect and enhance our clients best interests first and foremost. At Prestige we recognise the changing financial needs and aspirations of our clients as they move through the cycle of life, it’s inevitable and through acknowledging this, we can plan. Therefore, it is not surprising that we have selected to place the greatest importance of what we do on developing a mutual relationship that sits right at the heart of everything we do. It’s a strategy we always follow.
Our cumulative wealth of experience in helping people manage their financial affairs, build & maintain wealth as well as feel confident in their own financial strategy, is something we do with passion and pride and never through necessity, it comes natural to us.
At Prestige, our team specialises in advising people who are truly invested in their wellbeing and thinking about eventual retirement, or perhaps are already in retirement and just want to make the most out of their money and finances. We do this in a non complex way, we do this the Prestige way and it works. Our services extend to all stages in life, from starting out through to creating a legacy, along with managing risk over the journey.
We believe that everyone deserves the right to a secure financial future, so we offer a highly personalised service; one that’s purpose-built for you and your own unique situation and requirements, as everyone is different and life has the habit of changing events that impact people differently. We get this completely and are always there to help manage the unforeseen, be it positive or negative, our clients have this peace of mind when working with us.
Here at Prestige our leaders are Financial Abuse Specialist™ – Certified by Standards International Ltd who are the only certification body in the world dedicated to raising the standards of excellence in financial services. Financial Abuse Specialist™ – Certified status allows victims, survivors and/or their friends and family to identify and select specialists like us who have proven their knowledge and expertise to support and guide safely in this area. Therefore we are able to offer this unique support wherever required. Please speak with our team to find out more.
To find out more about our services and how we may be able to help you, please feel reach out and contact us.