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.
Pam Nichols can be contacted by calling Prouse Family Accountants at 9246 9055 or you can contact Pam directly by calling 08 9301 2075.
Unit 4D Level 1
1 Wise Street
Joondalup WA 6027
Phone 08 9301 2075
Authorised Representative of Capstone Financial Planning Pty Ltd AFSL No 223135.