Over the past forty years tens of thousands of West Australians have come to us for assistance with their taxation and accounting affairs. Prouse Family Accountants Marmion specialises in supporting families by providing business, investment, superannuation and tax return services. Call us today on 08 92469055

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Financial Planning

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. The team at Prestige Wealth Partners are trained to help you maximise your financial situation.

Prestige Wealth Partners can:

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Prepare and review your fund’s investment strategy taking into account your risk profile, income tax minimisation and estate planning preferences and possibilities.

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Assist you transferring your benefits from your existing superannuation funds or overseas pension accounts into your self managed superannuation fund.

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Help you minimise tax and maximise your superannuation contributions

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Arrange pensions and lump sum payments from your SMSF.

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Keep you informed of changes to relevant legislation and its impact on your self managed fund.

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Pam Nichols can be contacted by calling Prouse Family Accountants at 9246 9055 or you can contact Pam directly by calling 08 9301 2075.

Pam Nichols
Unit 4D Level 1
1 Wise Street
Joondalup WA 6027
Phone 08 9301 2075

Email pamela.nichols@prestigewealthpartners.com.au
Authorised Representative of Capstone Financial Planning Pty Ltd AFSL No 223135.