Brett Christie

Prestige Loans and Wealth Creation

Gold
13 Yrs Experience
Forrestfield, WA 6058

I have been in the Financial Services industry since 1986, varrying from a Banking Background with the Commonwealth Bank in most facets of Banking and Lending, to Financial Advice.

My approach to Advice is Hollistic, and new clients gravitate towards me from recommendations from their colleagues, family and friends.

I care about my clients and relationships and always go the extra mile.

My clients are my partners, and we take this journey together.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

My Statement of Advice fee can vary from basic advice of $750 to more complex advice with SMSF at $3500, with the average advice fee between $1650-$2550 Annual Advice fees range from Nil to $1650. Funds under Management range from 0.5% to 0.65% charged to the asset.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 19
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Prestige Loans and Wealth Creation

16 Jacobina Way
Forrestfield, WA 6058

Opening hours

  • 7:00am – 9:00pm Tuesday – Thursday

Licensed by

Wealth Today Pty Ltd

AFSL 340289