Financial Planning

What is financial planning?

Financial planning, especially in its early stages is not about how much money you have, or want, or could have. It is discovering and exploring your dreams and goals, your hopes for the future and uncovering what is important to you so that you can work towards living your best life.

Our process is about firstly getting to know you on a personal level, helping you to identify what is truly important, and then working with you to realise your goals.

To many, it’s about exploring the possibilities, understanding what is possible, achieving personal goals and having the plan for your future . It is also about being equipped to weather any unexpected storms that may come along. It is about helping you feel financially secure, so you can focus on the things that matter most to you, like your friends & family, health and enjoyment.

A good financial plan will map out your current situation to determine what is working for you. Doing this will highlight where your money leaks are and provide a great foundation to identify strategies to improve your financial position.

Why choose us and how does it all work?

Our business model is to keep our practice small and manageable, with a focus on quality clients who have life aspirations that they wish to fulfil through money, advice and planning.

Our personalised financial advice and individual wealth management, ensures that you don’t get lost amongst a bigger practice, or institution, where you can become just a number, changing financial advisers regularly with no personalised care.

Prestige Wealth Group is committed to providing advice that is just not numbers, but personalised for you to achieve your life aspirations.