At Prestige we recognise the changing financial needs and aspirations of our clients as they move through the cycle of life. Therefore, it is not surprising we place importance of a mutual relationship at the heart of everything we do. Financial Planning should not just be about taking the most risk you can sustain to get as close to one goal as you can. A financial plan should consider the parts of life that can be controlled, and it should set out strategy to control them. It should also be about the parts of life we cannot control, and it should build in protections and alternative plans to react to, reduce or enhance their impact as appropriate. A plan should go under review as frequently as is appropriate and should be the result of collaboration and care.
Our close relationship with you ensures we work with you to understand where you are on your lifetime journey, and how this might impact upon your financial goals and plans and dreams for the future.
Our range of financial planning services are designed to support your financial needs at each stage in life and recognise that you can move forward as well as backward depending on your evolving circumstances.
Expertise
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2015
- Years of experience 10
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Highest qualification
- Diploma of Financial Planning (1-8)
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Language spoken
- English
Prestige Wealth Partners
2A Gemstone BvdCarine, WA 6020
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135