Prestige Wealth Management 1 Lake Orr Drive, Varsity Lakes, Queensland 4227
About the Business
Welcome to Prestige Wealth Management, a locally owned financial planning business located in the heart of the Gold Coast, Australia. We take pride in our unique approach to financial advice, serving as a trusted sounding board for your goals, aspirations, and ambitions. Our team of experienced financial advisers will work closely with you to implement a personalized strategy that will support you through every chapter of your life.
At Prestige Wealth Management, our relationships are built on trust, honest communication, and integrity. We believe in creating outcomes that last a lifetime and leave a lasting legacy. Operating under our own Australian Financial Securities Licence (AFSL), we have the freedom to conduct thorough research for all our investment platforms. Rest assured, we will only present recommendations that are truly in your best interest.
Whether you're a high-income earner who is unsure where your money is going, a new or expectant parent looking to plan for the future, or someone approaching retirement and wanting to ensure your hard-earned assets can support your desired lifestyle, we are here to help.
We understand the demands of modern life, with weekends often tied up with children's activities and other commitments. Finding time to sit down and plan for the future can be a challenge. However, we recognize that time is passing quickly, and it is crucial to start planning now.
Even after the kids have flown the coop, we understand that they are never truly off your hands. You may be contemplating when to stop working and how to ensure your retirement dreams become a reality. Our team is dedicated to helping you make the most of the assets you've worked hard to build over your working life.
At Prestige Wealth Management, our vision is at the forefront of everything we do. Our mission is to improve the quality of life for those who seek our advice and commit to working with us. We serve as a trusted sounding board for our clients at every stage of their life, providing guidance and support whenever needed.
Unlike most financial planning businesses that adopt a "Set and Forget" approach, we continually challenge you to identify your goals and work with you to achieve them. We celebrate your successes and help you identify the next challenge.
We respect your lifestyle and future goals, both financial and otherwise. Our commitment to transparency and dedication ensures that your strategy is easy to understand and tailored to work for you every step of the way. We wholeheartedly encompass what we do because we're doing it too.
Meet Brendan, Amanda, and Kayhla, our team members who understand the challenges and aspirations you face because they are just like you. Brendan McAllister, an authorized representative of Prestige Wealth Management Pty Ltd, brings his expertise and passion to help you navigate your financial journey.
Join us at Prestige Wealth Management and let us guide you towards a secure and prosperous future.
Photos
Location & Phone number
1 Lake Orr Drive, Varsity Lakes, Queensland 4227, Australia
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Brendan and the team at Prestige Wealth Management made it possible for my wife and I to have a retirement. My financial management skills should never have progressed beyond a Monopoly game board. Thanks to Brendan's expert assistance, we have retired and look forward to a sound financial future. Thanks to Brendan, Lisa, Amanda and Georgia."
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