YOUR PATHWAY TO
PROSPERITY
MORE THAN JUST A FINANCIAL SERVICES FIRM; WE ARE YOUR
PARTNERS IN CRAFTING YOUR FUTURE.
BESPOKE FINANCIAL PLANNING
FOR AUSTRALIANS
At Prestige Wealth Partners, we are more than a financial services firm; we are your partners in crafting a future brimming with both opportunity and stability.
With a steadfast commitment to personalised, ethical, and innovative financial planning, our team is dedicated to empowering you – whether you are an individual, a family, or an organisation – to achieve and surpass your financial goals.
Located in Perth, Western Australia, we have diverse clients all over the nation who count on our team to partner with them to custom create their wealth strategies, as well as ensure their futures through financial education, advocacy and literacy for the entire family.
Bespoke Financial Strategies: Your financial aspirations are unique. Our approach is, too. We tailor every strategy to align with your specific goals, circumstances, and values.
Comprehensive Wealth Management: From asset growth and protection to retirement planning and addressing financial vulnerabilities, we cover all bases to secure your financial future.
Expert Advocacy: Beyond wealth management, we are pioneers in financial literacy and the battle against financial vulnerability, ensuring you are educated and protected at every turn.
A Relationship Built on Trust: At the heart of our partnership is a commitment to transparency, integrity, and open communication. We’re here for you, every step of the way.
“For 30 years I lived with a partner who I believed was the true love of my life, only to find out recently that for nearly a decade he had been taking out secret loans and hiding the huge level of debt he had built up from me. When the amount of money owed became so significant it all started to unravel, it not only destroyed us as a couple financially, but it broke up our wider family. Where do you turn in such a scenario for advice, fortunately the team at Prestige have helped me plan how to rebuild my life financially and this alone has given me more confidence than I could ever have imagined to continue on as I enter my retirement years.”
- BETTY
WHO WE SERVE
OUR AUSSIE CLIENTS
At Prestige Wealth Partners, your financial aspirations find a home nurtured by openness, dedication, and a profound appreciation for the partnership we share with you. At the heart of our practice is a commitment to not just understanding your financial goals, but actively investing in the realisation of your dreams and ambitions. With us, every conversation is an opportunity to explore the possibilities of your financial future, guided by our expert advice and mutual trust. We’re not just advisors; we’re dedicated partners on your journey to financial security and prosperity. Let’s embark on this journey together, crafting a path that aligns with your life’s ambitions, fortified by our shared commitment to your success.
Clients who partner with Prestige Wealth Partners
have 3 things in common...
Open to Conversation:
At Prestige Wealth Partners, we believe in the power of open and honest dialogue. We’re eager to learn about your dreams, plans, and ambitions, embracing the uniqueness of each. Your financial journey is a personal one, and we’re here to listen, understand, and guide you with integrity and transparency.
Dedicated:
Our commitment to you extends beyond the numbers. We’re deeply invested in your life’s journey, understanding that the path to financial security and prosperity is a significant one. With Prestige Wealth Partners, nothing is left to chance. Your goals become our mission, and we navigate each step with unwavering dedication.
Value Our Partnership:
We recognise the profound impact of expert advice, experience, stewardship, and mutual trust in achieving financial success. Our partnership is built on these pillars, securing your dreams together. We cherish this partnership, knowing that it’s the foundation of lasting prosperity and confidence.
HOW WE WORK
WITH OUR CLIENTS
Discover:
Initial consultation to understand your financial landscape and aspirations.
Design:
Crafting a customised financial plan that addresses your goals and challenges.
Deploy:
Implementing your bespoke strategy with precision and care.
Develop:
Ongoing monitoring and adjustments to ensure your financial plan evolves with you.
OUR SPECIALISATION
FOR OUR AUSTRALIAN CLIENTS
Wealth Creation
Many of us are so busy with our day-to-day working lives that the importance of saving for the future, especially for our retirement years ahead, is often overlooked.
Despite occasional market volatility, investing remains one of the key methods to building wealth over time. However, it’s not without risk, so it’s important to have an investment strategy that’s built around your goals, your circumstances and what we call your tolerance towards risk, or ‘risk profile.’
At Prestige Wealth Partners, we can help you to define and articulate your goals. We start with a vision process where you identify your life plan in a short- and long-term horizon; this for us is one of our favourite parts of the process to assist with. Our experience has taught us that developing an investment strategy that’s right for you cannot be done in isolation from your dreams, your plans and certainly not without knowing your fears. We believe that investing is not speculating, it’s about developing a clear financial roadmap that’s designed to make your financial and lifestyle goals become a reality over time.
Secure & Confident Retirement
With Australia’s ageing population, increasing life longevity, and growing pressure on the Age Pension, saving to fund your own quality of life in retirement has never been more important than it is right now.
At Prestige Wealth Partners, we specialise in retirement planning and understand the complexities of superannuation, taxation, and government entitlements so that you don’t have to. Our approach involves a careful review of your financial commitments and resources, including any foreseeable expenses or obligations, and financial modelling to determine whether you are on track to experience the retirement lifestyle you imagine.
Working together, we can explore your retirement dreams for the future and with careful financial planning and appropriate investment strategies, we help put you on the path towards making these goals a reality. After all, you only typically retire once so it’s important to get it right.
Superannuation (Super & SMSF)
Your superannuation fund is likely to be your greatest asset (aside from the family home) as you approach retirement, yet many people pay little attention to the money held in their fund or how it is invested. Although you may not be able to access your super savings until you reach what is known as a preservation age, it’s still your money so it’s important to make sure it’s working hard for you over potentially many years.
The Federal Government provides a number of incentives to encourage Australian’s to save for their retirement using the superannuation environment, so we will investigate whether you may be able to take advantage of these incentives to boost your super savings. We can also review your existing superannuation arrangements to see whether they could be more appropriately structured to match your life stage, or your particular circumstances, and what we call your retirement timeframe horizon.
For those with a degree of financial acumen, you may wish to consider a self-managed superannuation fund (or SMSF). SMSF’s generally offer greater flexibility and control over investment choice and can be appealing to small business owners as they offer the ability (subject to certain conditions) to purchase a business premises using some of the monies invested within the SMSF.
We often find that many new clients are unaware of the various opportunities that exist when it comes to superannuation and it’s our pleasure to explain these in a straightforward jargon free way.
Risk Management
Life is full of surprises; An unexpected illness, injury or death can have a devastating effect on life and all those around you, not just emotionally but financially too. While many of us don’t like to think about it, it’s important to consider how your family would manage financially should the main breadwinner or anyone else in the household for that matter, be unable to return to work due to an illness or injury, potentially even passing away unexpectedly.
While many of us may be able to get by for a couple of weeks, or possibly a month or two, few would be able to cope financially for several months, or more. A financial crisis can have devastating effects not just for years, but generations, and there are steps we can talk you through to mitigate this risk.
At Prestige Wealth Partners, we believe that a Risk Management Planning approach is the foundation of any financial strategy. With our wealth of experience, we can help you to develop a plan that’s appropriate to your personal situation after careful consideration of all the risks you and your family face. Having that safety net in place really is a small price to pay for peace of mind when you or your dependents need it most.
Centrelink Assistance and Pension Planning
Many Australians will become dependent on the Age Pension to fund their income in retirement partially or fully. However, navigating the Age Pension system and dealing with Centrelink can be a complicated and time-consuming experience, often described as frustrating.
At Prestige Wealth Partners, we understand the complexities of the Government’s Age Pension system and following a review and assessment of your particular circumstances, we can evaluate whether you may be eligible to receive Government assistance to supplement your income in retirement.
We’ll also liaise with Centrelink on your behalf, including managing all the correspondence and paperwork that’s required to access the Age Pension. This is a highly personalised service that many of our clients have come to value and appreciate over time, and it is not typically a service found easily.
Legacy & Wills
A legal Will is a legally binding document that outlines your wishes regarding the distribution of your assets upon your death. While a Will is important, it is only one aspect of the estate planning process. An Estate Plan is a detailed set of documents that can involve your Will, Trusts, Powers of Attorney, life insurance, beneficiary designations and property ownership.
An effective Estate Plan aims to maximise the value of the estate by reducing taxes and expenses while providing clarity around your wishes.
One key difference between a Will and an Estate Plan is that an Estate Plan is a comprehensive plan that is effective during your lifetime, whereas a Will only takes effect at the time of your passing. Together these documents outline who has the power to make healthcare and financial decisions on your behalf during your life, and who receives your assets at the time of your death.
With our guidance, we will take you through everything you need to consider and ensure you have the things most important to you covered.
A PRESTIGE PROMISE:
BUILT ON TRUST & TRANSPARENCY
At Prestige Wealth Partners, our commitment to your financial well-being is at the forefront of everything we do. As a privately owned business, our independence is your advantage. Unbound by affiliations to any banks or financial institutions, we are uniquely positioned to offer advice and recommendations that prioritise your interests above all. Our dedication to developing a deep, mutual relationship with you is the cornerstone of our strategy, reflecting our belief that understanding and planning for the inevitable changes throughout your life cycle is key to achieving lasting financial security and prosperity.
Our Approach: Personalised, Proactive, Prestige
Our team brings a cumulative wealth of experience in managing financial affairs, building and maintaining wealth, and instilling confidence in your financial strategy. With passion, pride, and a personal touch that comes naturally to us, we specialise in advising those invested in their well-being and future—whether you’re planning for retirement, already enjoying it, or simply seeking to optimise your finances. Our approach is straightforward yet effective, known simply as “the Prestige way.”
Comprehensive Services for Every Stage of Life
From the outset of your financial journey through to legacy creation, our services cover all life stages. We understand that each individual’s needs are unique, and life’s unpredictability requires a flexible and responsive approach to financial planning. That’s why we offer highly personalised services tailored to meet your specific situation and goals. Whether you’re navigating the joys of starting out, the complexities of managing risk, or the considerations of retirement and legacy planning, Prestige Wealth Partners is here to guide you every step of the way.
Unique Support: Financial Abuse Specialist™ Certified
Leadership at Prestige Wealth Partners holds the esteemed designation of Financial Abuse Specialist™, certified by Standards International Ltd.—the world’s only certification body dedicated to excellence in financial services. This specialised knowledge and expertise equip us to offer unparalleled support to victims and survivors of financial abuse, as well as their friends and family. If you or someone you know requires guidance in this area, our team is prepared to provide safe and effective support.
Work with Us: Secure Your Financial Future Today
Choosing Prestige Wealth Partners means selecting a partner who is fully invested in your financial success and security. Our bespoke services, grounded in a philosophy of mutual respect and understanding, are designed to adapt to your evolving needs and aspirations. Experience the peace of mind that comes from knowing your financial strategy is in expert hands, tailored to you and responsive to life’s changes, both expected and unforeseen.
“Losing my husband was not only emotionally devastating but also left me completely unprepared for the financial realities we had shared. It was then that I found Prestige Wealth Partners. Their team approached my situation with immense compassion and professionalism, guiding me through the complexities of my finances with patience and clarity.
Prestige Wealth Partners empowered me to take control of my financial future, providing the knowledge and confidence needed to make informed decisions. I am now equipped to manage my finances confidently, thanks to their expert guidance and support. I am deeply grateful for their help during such a challenging time in my life and highly recommend their services to anyone seeking financial clarity and empowerment.”
- NAME WITHHELD
