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

WHAT WE DO

 

At Prestige Wealth Management we pride ourselves in our unique approach. 

Our process begins with an initial meeting whereby we spend a couple of hours developing a sincere understanding of what matters most to you. What are your goals? When do you want to stop working? What does your dream lifestyle look like? For some, this can be a tricky conversation. However, our team of transparent and knowledgeable advisers make this conversation seamless and well, fun! We're here to help you achieve the big picture after all! 

Once we really know what you desire and have presented you with education surrounding your goals, we get to work behind the scenes. This involves extended research to present you with a tailored strategy to meet your goals, save you money and build your wealth, effectively.

There are no nasty surprises along the way. In fact, the whole process comes at no cost to you until you're ready to launch into your unique strategy. 

So.. what are you waiting for?