Services provided to you from Prestige Portfolios

Lifestyle of Choice (Retirement Planning)

Living a lifestyle of choice will look different for everyone, and it doesn’t necessarily have to happen at age 65. In this area of your financial portfolio, we believe you need to ask yourself two questions:

1. When do I want this to happen?
and
2. How much will I need to make it happen?

With our unique and patented calculation software, we can demonstrate how you can achieve your Lifestyle of Choice and win the ‘Game of Money’R.

Investment Advice

At Prestige Portfolios, we believe that sound planning will deliver positive outcomes. This includes having a clearly defined investment philosophy that is based on doing the basics really well, and ultimately having an “Exciting Life, Boring Money and not the other way around”.

It is a myth that you need to be wealthy in order to invest, but it is a fact that you need to invest to become wealthy.

Our client’s investment portfolios are structured in a flexible way in order to respond effectively to market changes. Our investment strategy is designed to help you achieve your goals, whilst minimising risk and avoid making poor or inappropriate investment decisions, particularly at extreme market conditions.

(Prestige Portfolios uses the AWARD WINNING ‘CARE’ Investment Philosophy).

Personal Risk Management

Protecting what is important to you - family and assets that you have worked hard for to accumulate.

  • Life cover

    Disability Insurance (including Income Protection)

    Trauma Insurance

  • What is it?

    Do I need it?
    How will it help me?

    How can I get the ‘Tax Man’ to help me pay for it?

These are just some of the questions we help you get answers for.

DID YOU KNOW - for every home that is lost through fire, there are four homes lost through death!

Superannuation

For most Australians, superannuation will be their biggest asset in retirement. Unfortunately few people are aware of the many opportunities that exist in properly managing and using their superannuation to accumulate wealth, save tax, pay for specific expenses and take care of their families when they can no longer do so themselves.

WIth continuous changes to superannuation legislation, all too often, this becomes too complex an area to keep up to date with.

At Prestige Portfolios, we stay up-to-date with these changes and advise our clients on a continuous basis to maximise the opportunities presented through superannuation.

We invite you to call us today to arrange an appointment to discuss your superannuation strategies. Call now (08) 9455 4824.

To get in touch with us, either call or email, or fill out this contact form, and we will reply within 24 hours.

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