Without hesitation, Prouse Family Accountants recommends local financial planner – Rebecca Newton CFP from Prestige Wealth Partners.
- Superannuation Strategies
- Retirement Planning
- Risk Management/Insurance
- Debt Consolidation
- Investment Planning
- Estate Planning
- Mortgage Reduction Strategies / Debt Management
- UK Pension Transfers and South African Annuities
- Self Managed Superannuation Funds
- Business Insurance i.e. Buy/Sell or Key Person Cover
- Funding Private School Education
About Prestige Wealth Partners
A financial planning practice based in the northern suburbs and established to provide a strong client focus delivered through high levels of personal services, Rebecca Newton and Prestige Wealth Partners provide a unique, consistent and cost effective financial planning service.
Prestige Wealth Partners is a strategic alliance partner of Prouse Family Accountants and is strongly recommended to all of our clients: personal, business and SMSF.
The initial appointment is complimentary and you are under no obligation to proceed.
About Rebecca Newton
Rebecca Newton is the founder and principal of Prestige Wealth Partners and holds the Certified Financial Planning Degree from the Financial Planning Association. Rebecca has worked in Financial Services since 1995 in various roles.
Rebecca’s primary aim is to develop lifetime plans for clients by clearly understanding their personal situations and financial goals. She has accumulated considerable technical knowledge in the areas of wealth, insurance and superannuation planning on a personal and business level. This knowledge is applied in conjunction with fundamental financial planning principals to all client portfolios.
Rebecca was nominated for the 2008 and 2009 Association of Financial Advisers Rising Star Award and currently sits as the Secretary on the WA Committee of the Financial Planning Association.
Contact Rebecca
Tel: 0422 423 130
Fax: (08) 9206 2965
rnewton@prestigewealthpartners.com.au
PO Box 1289
INNALOO WA 6918
The advisers of Prestige Wealth Partners can provide financial services as
Authorised Representatives of Professional Investment Services Pty Ltd, ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951)