INDIVIDUAL TAX & WEALTH

As modern Accountants, the real value we provide is understanding your dreams and ambitions, and providing the professional guidance to make them reality.

BUSINESS ADVISORY

We see every business as important, no matter how large or small. There’s always opportunity for your business to thrive and grow.

SUPERANNUATION & INVESTMENTS

Gone are the days where we can all rely on a government pension. Advice plays a pivotal role in achieving the retirement you desire.

Taxation & financial services

25 years of experience

Whether you are an individual, business owner or an investor, we take your business personally, taking a strong interest in you, your direction and the resulting outcomes. Our cutting edge systems and technologies, allow us to be leaders within the profession. We are a CPA Practice, and maintain our knowledge through the attendance of Australia’s leading seminars and conferences.

The engagement we have with you is of a close nature and it is our desire for us to be familiar with your circumstances at all times. Our clients typically share a long journey with us of 10 or more years and we are in a privileged position to help you succeed. We would be delighted to hear from you.

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Access your personal wealth portal

The Prestige Wealth Portal is designed to help you manage your entire financial life, all in one place.

As a bank level secure platform, you can easily monitor your financial world, keeping you organised, whilst helping you reach your goals.

To join Prestige and obtain access to the portal, book your free strategy meeting.

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Success stories

Combining super to invest in property

Looking to secure their future, a husband and wife approached us to explore the opportunity to invest in property via a self-managed superannuation fund (smsf).

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Small business needing change

The business owners indicated they were “snowed under” working in the business and felt “stuck” whilst only making ends meet.

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Truck driver turned property investor

The client approached us looking to save tax and create an income outside of the long hours he spent driving trucks.

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Optimising client’s benefits

The clients understanding of lending was little and they wanted to ensure they were paying their loans off in the shortest possible time.

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FAQs

How easy is it to switch to Prestige?

It is a straight forward process we do for you. If necessary, we contact your previous Accountant to arrange transfer of all information, documents and software, allowing for a seamless transition.

What are your fees / pricing?

We can provide you with a fixed quote with no hidden surprises. A package is often tailored to suit you, which can be paid on a monthly basis or at the time of assisting you. We do not provide generic pricing as we find clients requirements, current situation and future ambitions to be very different. Our fees are very competitive.

What software do you use?

We will work with the software you use and are familiar with. We only suggest change if there are clear benefits to you and your business. Having said that, new Accounting software is released regularly and as your business grows, we can consider new options as they become available. Software companies are now delivering comprehensive packages which not only assist you with your record keeping and reports, but provide insight into the future assisting you with decision making.

Can you assist with my business start up?

Yes, invite us on your journey! We often begin by assisting you with your legal structure, planning and defining the end goal. Business start ups are exceptionally satisfying for us, particularly as the business develops and milestones are achieved.

Do you provide education as part of the process?

Yes, we want you to receive maximum benefit from our services. Whilst all clients are different, we do encourage you to understand the various aspects of how we assist you. If there is something on your mind, we want to hear from you.

FREE initial strategy meeting

More than a meet and greet, together we can examine where you are at, consider any pressing matters and gain an understanding of your end goal. From there we can use our expertise to identify strategies suited to you and develop a plan as to how we can partner together, benefiting you.

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