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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ORGANISING IT

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

 

You feel it’s time to get on top of things and get serious. Maybe you are thinking of having kids, or have them already... regardless, your life is about to change.

 

Your super is busy growing in the background and you feel as if you have enough... but you probably don't know if it's going to perform over the next 30 odd years.

You may have a few ideas of what you can do however nothing really gets past the idea stage.

 

We can work with you help identify what’s important to you, set some goals and most importantly a plan to achieve them. 

 

Without action, a goal is just a dream!

Things you should consider 

INVESTING

You can start investing with as little as $50 a month.

You probably already invest through your Superannuation, but do you understand what you're investing in or what the best options are for you?

Time in the market is as important as trying to time the market

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

Developing a realistic budget can be confronting, time consuming and frustrating, we understand why it often gets thrown in the too hard basket.

We can help you identify your existing surplus and put it to good use, without compromising your coffee dates and smashed avo. 

YOU MAY FIND YOURSELF...

  • Struggling to stay on top of your spending 
     

  • Saving for a home deposit 
     

  • Looking to pay off some debt faster
     

  • Having children and going back to one wage
     

  • Starting your own business
     

  • Planning a wedding and combining your assets
     

  • Investing for future travel or an investment 
     

  • Thinking about how you would support your lifestyle if you we're injured
     

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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

Developing a realistic budget can be confronting, time consuming and frustrating, we understand why it often gets thrown in the too hard basket.

We can help you identify your existing surplus and put it to good use, without compromising your coffee dates and smashed avo. 

YOU MAY FIND YOURSELF...

  • With spare cash at the end of each week but not sure where it keeps going, or where it should go.
     

  • Unsure about what your investment options are. Your friends just bought an investment property and it sounds like a good idea... but is it right for you?
     

  • Looking to pay off some debt faster.
     

  • Starting your own business.
     

  • Planning a wedding and combining your assets
     

  • With superannuation accounts all over the place from when you first entered the work force.  
     

  • Thinking about how you would support your lifestyle if you we're injured...
     

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