Based in the heart of the Gold Coast, Prestige Wealth Management is a locally owned financial planning business, truly unique in our approach to financial advice.
Our financial advisers are a trusted sounding board for your goals, aspirations and ambitions, working together with you to implement a strategy which will work to assist you through every chapter of your life - so you don't have to.
Our relationships are built on trust, honest communication and integrity. Leading to outcomes that last a lifetime and create a legacy along the way.
At Prestige Wealth Management, we operate under our own Australian Financial Securities Licence (AFSL).
We are a privately owned Financial Planning business. Thankfully, this provides us with the freedom to conduct our own thorough research for all of our investment platforms.
You can rest assured, we will only present you with recommendations that are truly in your best interest.
Our vision is at the forefront of what we do, every day.
It is our mission to ensure we improve the quality of life for those who seek our advice, and commit to working with us. We achieve this by being a trusted sounding board for our clients, at every stage of their life. We pride ourselves in always being a constant source of guidance and support, at every available opportunity.
Unlike most 'Set and Forget' strategies, we constantly challenge you to identify your goals and work with you to achieve them. Celebrating them with you - and help you readily identify the next challenge.
At Prestige Wealth Management we respect your lifestyle and your future goals, financial or otherwise. We pride ourselves in our transparency and dedication to making your strategy easy to understand and work for you every step of the way. Unlike most financial planning businesses, we wholeheartedly encompass what we do... well, because we're doing it too.
Brendan, Amanda and Georgia get it, because we are just like you.
CFP, ADFS (FP), MBA
Client Service Manager
Client Service Officer
GET IN TOUCH
Suite 1307, Level Three
Bermuda Point, Lakeside 2
1 Lake Orr Drive
Varsity Lakes QLD, 4227
To get in touch, please leave a message below and Amanda or Georgia will contact you as soon as possible.