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

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WHAT TO EXPECT

We've taken the guess work out of what to expect when dealing with Prestige Wealth Management.
 

Here are some things you will experience at your first meeting:

  • A conversation centred around your goals, ambitions and vision.

  • Education surrounding what options are available to you to grow your wealth

  • Real, Honest advice from Certified Financial Planners with years of industry experience
     

Here are some things you will not experience at your first meeting:

  • Pressure to go ahead with something you do not understand

  • Lack of interest in your personal and financial goals 

  • Hidden or undisclosed costs 

 

It's our aim to make the entire process as effortless as possible for you, please read our frequently asked questions below or contact us directly with any unanswered questions you might have.