Our Services
Superannuation Advice
Superannuation is the most tax-effective method of saving for your overall retirement. For many of us, it is the single most largest asset we have, apart from our homes.
With a wide range of variety of contribution options, superannuation can be a complex area for the uninformed.
Let Prestige Wealth Group help form a strategy to make the most of the tax concessions, financial incentives and rebates.
Personal Insurance
Understanding the details of personal insurance cover such as life and income protection can always be be complex and difficult task. Prestige Wealth Group will review your situation and options and always provide the best guidance when it comes to personal insurances.
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
Investment planning is the process of identifying your complete financial goals and converting them through building a plan.
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. Contact the team at Prestige Wealth Group to see how we can help you with your investment planning and savings goals.
Retirement Planning, Transitioning to Retirement, Alternative income streams and Centrelink assistance
Let Prestige Wealth Group help with your dream retirement. No matter whether you’re close to retirement age or many years away it always pays to define and set goals to what you’re aiming for in retirement.
Retirement planning to ensure tax effective income and enhance government benefits where available.
Cashflow and Debt Management
The team at Prestige Wealth Group will help with Accelerate home ownership, free up cash reserves and use debt to enhance wealth building and effective budgeting. For a personalised Cashflow and Debt management solution contact the team at Prestige Wealth Group today for more information.
Aged Care and Home care packages
Prestige Wealth Group are experts in help with Aged Care & 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.
Retirement planning to ensure tax effective income and enhance government benefits where available.
Contact Us
info@prestigewealthgroup.com.au
1800 767 396
1126 Summerland Way WIANGAREE NSW 2474
Corporate Authorised Representative of Bluewater Financial advisers | CAR No. 1284178
AFSL: 411846
M-F: 8:30am-7pm, S-S: Closed
(Other hours by appointment)