Prestige Wealth Partners Financial Planning
People go to financial advisers because they don’t have the time, knowledge or skills to manage their own finances. Wealthwise’s Financial Advisers are trained to help you maximise your financial situation.
Prestige Wealth Partners can:
- Prepare and review your fund’s investment strategy taking into account your risk profile, income tax minimisation and estate planning preferences and possibilities.
- Assist you transferring your benefits from your existing superannuation funds or overseas pension accounts into your self managed superannuation fund.
- Help you minimise tax and maximise your superannuation contributions
- Arrange pensions and lump sum payments from your SMSF.
- Keep you informed of changes to relevant legislation and its impact on your self managed fund.
- Rebecca Newton can be contacted by calling Prouse Family Accountants at 9246 9055 or you contact Rebecca directly by calling 08 9301 2075.
Prestige Wealth Partners Suite 3/140 Gran Boulevard Joondalup Phone 08 9301 2075 Authorised Representative Financial Limited AFSL No 48000.