Thrive with the Prestige Wealth Portal

Get your financial world sorted

Benefit from having your financial world in one place without the headache of paper trails. Upload important documents like receipts, wills, insurances etc. directly to your portal.

Budget in a breeze

Say goodbye to spreadsheets. Take control with instant budgets created around your spending and set limits on categories. Filter transactions to personalise, manage & reflect your life. Set and receive notifications, goals to stay on track and achieve your goals.

All the latest data

Track the performance of your Property and Super whilst knowing the value of your vehicle(s) and other assets. Live data feeds and free valuations from Australia’s leading data providers.

Wealth Check Snapshots

Track your wealth with monthly snapshots & summaries of all that you own and owe. See your future wealth projections, review your financial priorities & receive a personalised action plan.

All devices, all the time

Your time is valuable and if there are decisions to be made you want access to your financial position in real time. Whether you are on desktop, tablet or smart phone, you’ll have access to your entire financial world whenever you need it, 24/7.

Create your financial team

Give guest access to your trusted advisers or let Prestige help build the financial services team tailored to you.

Breeze through tax time!

Avoid end of financial year hassle of collating tax documents. Tax and filter transactions as tax items, upload receipts and documents. A simple process where at tax time, everything is done.

Manage your rental property

Send a request to your property manager to integrate your rental property and benefit from transactions, receipts and other documents uploaded to your portal. You will have access to special commands to help manage your property effectively.

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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