Brendan McAllister and Lisa Kirk are authorised representatives (AR318424 and AR1004668) of Prestige Wealth Management Pty Ltd.
ABN: 93 409 856 975    AFSL: 478891

  • LinkedIn Social Icon
  • Twitter Social Icon

BUILDING IT

You might be busy running the kids around and financially you’re alright, however you think you could be doing better. 

Between the kids, work and everything else, you haven’t found the time to sit down and think about the future…but you realise that time is flying by.

You’ve built up some equity in your home and now that the hard yards with small children are behind you, you want focus on your future and make sure that you are making your money work for you.

Things you should consider 

INVESTING

Investing was never taught at school so we understand that you may not be aware of the different investment options available to you

We can help you understand the different asset classes to work out what is best for you according to your situation to achieve your goals. whilst making the most of what you already have. 

SUPER

Superannuation isn't scary. 

Superannuation is your biggest asset in your path to retirement, therefore it is vital you take control, understand how it is invested and make changes appropriately. 

Plus... you could be saving an absolute fortune on fees you didn't even know existed.

INSURANCE

Australians are well known for their "She'll be right" attitude. However that is quick to change when we are injured or something happens to our loved ones. 

That's why it's so important to protect your loved ones and your lifestyle.

 

So she'll be right when you aren't.

CASH FLOW

Let's be serious, who has the time to sit down and analyse where your income is going each week.

Let us take care of that for you so you can spend time doing, well you! 

 

We can help you identify where you could be saving some extra cash and implement some strategies to free up some surplus.

YOU MAY FIND YOURSELF...

  • Unsure whether you should be paying down your home loan or if there is something else you should focus on to set you up for retirement.
     

  • With available equity in your home and wondering what you could do with it.
     

  • Paying for school fees, mortgages, groceries and everything in between.
     

  • Starting to think about making the most out of your superannuation so you can live a comfortable retirement.
     

  • Planning to go on the trip of a lifetime or finally purchase that dream car you've always had your eye on. 
     

  • Worried about the impact on your family if you or your spouse we're unable to work. 

  •