Who We Serve
Clients that partner with Prestige have 3 things in common...
Open to Conversation
We are not afraid to have an open and honest conversation about their dreams, plans and ambitions, whatever they may be.
Dedicated
We are truly invested in their life’s journey and do not want to leave anything to chance.
Value our partnership
We are understanding of the value expert advice, experience, stewardship, and mutual trust.
"Life without a plan is like being lost in a labyrinth in the dark. We only get one chance to make it right as there are no rehearsals"
Wealth Creators
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.
Secure and Confident Retirement
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.
Superannuation (Super and SMSF)
Super – 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 preservation age, it’s still your money so it’s important to make sure it’s working hard for you.
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.
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.
Legacy
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.