Prestige Wealth Group

Qualified and experienced advisers whose goal is to make sure you reach yours.

Dream. Plan. Enjoy!

We exist to help you achieve your personal financial goals. we do this by taking a real interest in you first and foremost, exploring what is important to you.

There’s a world of options available to you

Be empowered by our finance strategies customised to your situation.

Our mission is being there to assist you reach your financial goals

Welcome to Prestige Wealth Group Pty Ltd is boutique financial planning firms whose goal is to help you achieve yours. Let us help with that next financial step. Prestige Wealth Group will help with specific financial goals specific to to your individual situation. 

Our team is comprised of people with a diversity of finance experience and qualifications and can provide you with a specific financial service or we can manage your entire financial affairs.

Superannuation Advice

Create protection and investment strategies in the most tax effective and inheritance friendly environment.

Personal Insurance

Protect you and your family in a tax effective manner against financial disasters from life’s challenges. Estate planning to help you protect your family’s wealth and make sure it goes where towhom and where you want it to go to support your family.

Savings and Investment Planning

There are thousands of different investments. The most commonly used are cash, equities, bonds and property. Each of these have different characteristics and a good investment plan will usually contain all of these.

Retirement Planning, Transitioning to Retirement, Alternative income streams and Centrelink assistance.

Retirement planning to ensure tax effective income and enhance government benefits whereavailable.

Cashflow and Debt Management

Accelerate home ownership, free up cash reserves and use debt to enhance wealth building and effective budgeting.

Aged Care and Home care packages

When planning your finances for aged care, there are many aspects to consider so it’s beneficial to seek independent financial advice before deciding how to pay for your aged care. Knowing where to start can be confusing, but there is help available.

Why we are different

The team at Prestige Wealth Group is qualified and fully compliant, so you will feel confident that you are always in safe hands. Our dedicated team and customer service is what sets us apart from others. Let Prestige Wealth Group help Achieve your financial goals and learn a whole lot on the way because with us you get a comprehensive & honest effective services.

Contact Us

info@prestigewealthgroup.com.au

1800 767 396

1126 Summerland Way WIANGAREE NSW 2474

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Corporate Authorised Representative of Bluewater Financial advisers | CAR No. 1284178

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AFSL: 41186

M-F: 8:30am-7pm, S-S: Closed

(Other hours by appointment)

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