Brendan and the team at Prestige Wealth Management made it possible for my wife and I to have a retirement.
My financial management skills should never have progressed beyond a Monopoly game board.
Thanks to Brendan's expert assistance, we have retired and look forward to a sound financial future.
Thanks to Brendan, Lisa, Amanda and Georgia.
Being a single parent made me think very carefully about going ahead with this sort of investment.
I am ecstatic to say that my mortgage is now paid up. My next goal was my daughters private education.
The absolute joy and relief knowing that those fees are already paid for is remarkable.
From the initial meeting to discuss my financial goals and dreams I have felt comfortable knowing Brendan was available to answer any concerns or questions that I had before making any decisions on my future.
Given the current world financial status, my very first priority was to somehow have my home loan paid off before I turned 40 (I was approx 34 at the time). Well I can proudly say that I am the owner of my home at the age of 38!
This achievement is 3 to 4 years ahead of the predicted timeline and I can honestly say that it was purely due to the advice and strategy that Brendan gave me.
I will continue to work with Brendan to achieve my retirement goals because at all times I have felt safe, have experienced no pressure what so ever and now that I have my number 1 goal of owning my own house achieved, I can carry on confidently into the future.
My only misgiving is that I kick myself for not making that decision earlier than I did, so I recommend anyone to sit down with Brendan to discuss their financial goals because it is a decision that will change their future.
Gold Coast, QLD