Prestige Wealth Group

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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!! We are a boutique financial planning firm whose goal is to help you achieve your financial goals. Let us help with that next financial step whether it is setting up your first super fund or making sure your retirement plans are what you want.

Prestige Wealth Group will help you achieve your specific financial goals with advice and help personalised to to your individual situation.

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.

Why Choose us?

    
 
 
        
   Lisa Ramsay 
 2023-11-11
 
 
  Tracey and her team have gone above and beyond for both myself and my mother, we had a very difficult time last year and the advice we received from Prestige has constructed our finances to the point where we are now in a position to actually enjoy retirement.
Tracey has a wide range of expertise and knowledge of the financial sector and keeps on top of current trends, and more importantly ,has a way of explaining complex financial concepts in laymans terms which is extremely helpful to me.
I still have a few years before I retire, but for the first time I can relax knowing that my finances are in good hands. Tracey has a genuine interest in her clients, and it is reflected with her ongoing communication with me and her willingness to answer any enquiry I make. I highly recommend this team.
  
 
       
   Owen Foxover 
 2023-11-11
 
 
  Tracey and her team at Prestige Wealth Group took the time to understand my specific financial goals and needs. They provided me with a comprehensive financial plan that was tailored to my unique circumstances.

They genuinely care about their clients' financial well-being and are always available to answer questions or provide guidance.

I highly recommend Prestige Wealth Group financial planners. Their professionalism, expertise, and commitment has made me confident in my financial security as I near retirement.
  
 
       
   Kasandra Siljanovski 
 2023-11-02
 
 
  As a long-term client of Tracey Richards at Prestige Wealth Group, I commend her and the service she provides ongoing. Her team are punctual and reliable and always happy to help. Tracey makes herself available at any time when I require assistance and I highly recommend her.
  
 
       
   Kelland Govett 
 2023-11-01
 
 
  Super friendly, extremely helpful and very efficient. Will definitely be going back again.
  
 
       
   AJ Bradshaw 
 2023-11-01
 
 
  Excellent service and communication regarding our policies. Receiving Up to date information giving us the chance to adjust our Super fund accordingly.
  
 
       
   Byron Marsh 
 2023-11-01
 
 
  Tracey and her whole team are incredibly professional and well versed in finance. 100% will use them again in future tax seasons.
  
 
       
   No Worries 
 2023-11-01
 
 
  Great people.    Very knowledgeable.
Helped me sort out my finances without any fuss and made it easy to understand.   Thanks PWG!.
  
 
  
  
 
 
   Google rating score: 5.0 of 5, based on 16 reviews