Financial Planning | Prestige Wealth Management

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.

SERVICE
OFFERINGS

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.

You've been earning a solid income for a number of years now, but you don't know where it's really going...

You may feel it's time to get on top of

things and get serious. Maybe you are

thinking of having children, or you already have young kids... either way your life is about to change and you need to start planning for your future.

ORGANISING IT

Find out more

You're weekends are gone and more than likely tied up with kids sport, activities, driving them from one commitment to the next... not to mention everything in between!

Between the kids, work and the rest of it all, you haven't found the time to sit down and think about the future... but you realise now more than ever, that time is travelling by way too quickly...

BUILDING IT

Find out more

The kids have flown the coop, but that doesn't mean that they are off your hands all together. You may be finding yourself thinking about when you want to stop working? Is there a right time?

You have an idea what your retirement looks like and want to make sure the assets you've worked so hard to build over your working life can deliver it.

SPENDING IT

Find out more

OUR VISION

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.

OUR TEAM

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, Lisa, Georgia and Amanda get it, because we are just like you.

BRENDAN McALLISTER

LISA KIRK

AMANDA DAVIDSON

GEORGIA BELL

Director
CFP, ADFS (FP), MBA

Financial Adviser
CFP, ADFS (FP), BBus

Client Service Manager

Client Service Officer

CONTACT

PRESTIGE

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.

PRESTIGE WEALTH MANAGEMENT