"Your trusted financial partner"
Prestbury Financial Management provides a comprehensive range of high quality wealth management solutions and family office services to bring financial freedom and peace of mind to you and your family.
Investment Management
We aim to source the best deals available in the market across all asset classes, tailoring solutions for our clients to help them achieve their financial goals.
Succession & Estate Planning
Working closely with our clients we can assist with the effective management of intergenerational wealth transfer to meet their objectives and wishes.
Cashflow Management
By handling the cashflow needs of our clients, including forward cashflow forecasts, we can offer appropriate solutions in managing their finances and liquidity.
Superannuation & SMSF Advice
By providing specific advice on superannuation and SMSF's our clients can take advantage of appropriate strategies and solutions that best suit their needs.
Financial & Risk Management
Essential to our clients overall financial affairs we provide ongoing detailed financial and investment risk management analysis and strategies.
Administration Services
We can remove the administrative burden for our clients by managing their bill payments, bookkeeping, general family office requirements and paperwork.