What We Offer

At Prestige, we understand that financial planning can seem like a complicated area.  We also know this makes it even more important for you to have real confidence and total trust in the team you choose.  That is why we work harder and smarter to provide a more tailored and relevant service, all delivered with professionalism and integrity you know you can trust.

Being independent means we are able to pick the best financial products on your behalf with no bias towards certain providers. This doesn’t just mean you benefit from access to the greatest possible range of products; it means our loyalty is always to you, not a financial service supplier.

We offer you an initial discussion (at our expense) where we will describe our services more fully and explain the payment options. If you decide to go ahead, we will:

Gather and analyse personal financial information about you and your aims and objectives;

Recommend and discuss any action we think you should take and, with your agreement, arrange relevant solutions for you.

Testimonials

I have been a client of Paul’s for many years. I have found his approach clear, precise, efficient and always with a friendly manner. I fully appreciate his long term support which I find invaluable.

Gillian B

Katie has seen me on several occasions and has been more than patient with my indecisiveness when it comes to financial planning.  I am generally useless in organising my financial affairs, and Katie has done a full and thorough review and streamlined everything.  She has whipped my financial life into shape and I wouldn’t dream of using anyone else.  I would highly recommend Katie to anyone needing her assistance.

Cassandra C

A number of years ago we were introduced to Paul as a competent and knowledgeable Financial Expert who would give us good solid advice on managing our financial affairs. After a meeting with Paul, and discussions about the best way to invest and manage our money, we decided to accept Paul’s offer to act for us. It’s been three years now and we’re so pleased that we took Paul up on his offer, we couldn’t be happier. We are very grateful to Paul for his management of our finances.

John & Jacquie M

Katie was professional and efficient and we felt confident that we were getting the life insurance that was right for us.  She was friendly and knowledgeable and now have peace of mind that if the worst was to happen we would both be financially secure.

Vicky B

I have both worked alongside and known Paul for almost 15 years. He is a highly professional, knowledgeable and trustworthy adviser. I have referred a number of my clients and family members to him for advice with great outcomes. In fact my parents have been able to retire early and are now enjoying their retirement.

Adam C

Katie is a very professional and thorough financial adviser. She’s great at explaining things in layman’s terms, is very patient, incredibly organised and efficient. She takes the hassle out of financial planning, and we appreciate she does so much behind the scenes that we don’t have to worry about. Financial planning is now quite enjoyable and I would thoroughly recommend Katie and Prestige Financial Planners to anyone.

Edward & Fiona Q

I have built up a really strong working relationship with Paul over the last two decades and now consider him as a friend as well as a professional adviser. I simply trust him 100% with my finances and often refer friends and family to him for advice. What I find invaluable is his ongoing advice and regular reviews of my finances.

Toni H