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

4.95
19 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"I cannot recommend Brett more highly. He is friendly professional and a great advisor. I have and will recommend Brett to my friends. Brett takes our financial worries on board and quickly re assures us when we need his help."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Brett has always been able to explain things to me in a clear way. Through Brett's knowledge and experience, I feel Very confident that the advice given was right for my needs. I always receive Brett's full care and attention when I need it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Christie profile photo

Brett Christie responded on November 2018

"Thankyou for your review Jan. Its been a pleasure working with you and Lee, and looking forward to that special retirement date. Take Care and Talk Soon,"

4.50

"Brett was recommended to me by a trusted friend to advise on my strategies nearing my retirement. Brett has given me advice on income pensions and assisted me on the process of applying for the Commonwealth Seniors Card to suppliment my savings in retirement. Brett is always available when queries arise and between him and his very capable assistant Donna, has made my transition from the workforce to retirement a much more comfortable experience. As a result I have recommended Brett to other friends who are in need of sound advice and financial strategies in their lives."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Christie profile photo

Brett Christie responded on November 2018

"Thankyou for your review Rick. It is terrific working with you. Thankyou for having the faith and confidence in recommending your friends to me....word of mouth is the greatest compliment."

5.00

"I have found Brett so easy to deal with there seems to be no areas he does know about. If I require info I get a quick reply. I am pretty happy the way things are going."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brett’s financial advice has been life changing for my husband and I. We definitely would not be in the position that we are in if it wasn’t for him. He genuinely cares about his clients and is always putting in the extra effort to make sure that we are on the right track. He takes the time to understand our goals and diligently ensures that we meet them with his extensive financial knowledge and thorough professionalism. We could not recommend him highly enough."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Christie profile photo

Brett Christie responded on September 2018

"Thankyou for your kind review. As always, its been terrific working with you throughout the years. Take Care and Talk Soon"

5.00

"I agree with all the above, as Brett has always been there for me to assist with my finances, due to never having any real super, as I worked later in life without having the luxury of set aside funds. I feel confident re his suggestions and support. Thanks again Brett."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Christie profile photo

Brett Christie responded on September 2018

"Thankyou for your kind review. As always, its been terrific working with you throughout the years. Take Care and Talk Soon"

5.00

"My wife and I only wish we had been introduced to Brett 5 years earlier as I am certain he would have made a big difference to our retirement plans . We are confident has had us on the right track for a very comfortable future."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Christie profile photo

Brett Christie responded on September 2018

"Thanks for your kind review Joe. Its terrific working with you and your wife, and I look forward to many more happy years of working together."

5.00

"Lynn and I were referred to Brett, by my brother, and started to use Brett's Services in May 2010. Throughout this time, Brett has been approachable and always kept us in the loop. His strategies to help us achieve a comfortable retirement were met last year. Brett showed us our position when we first met, and compared this to where we were today. Wow! Even though we are now retired, Brett contacts us each 3 months regarding our planned expenses, and makes the necessary adjustments. Don't leave it until its too late."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Christie profile photo

Brett Christie responded on September 2018

"Thanks Ken and Lynn for your kind review. As always, its been terrific working with you throughout the years. Take Care and Talk Soon"

5.00

"Brett has been very helpful in getting us set up for the future. We wanted to make investments but never quite got around to doing it. Brett gave us advice in areas such as managing debt, investment options, superannuation, and loan products. He listened to our needs, and was able to explain things to us in a way we could easily understand. Brett is very knowledgeable and experienced, and we feel he gave us the right advice for our needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Christie profile photo

Brett Christie responded on September 2018

"Thanks Trevor and Sonia for your kind review. As always, its been terrific working with you throughout the years. Take Care and Talk Soon"

5.00

"Brett provided comprehensive advice, was knowledgeable about all matters covered. Brett provided timely and prompt service and even periodic awareness of super and tax changes or the likelihood of. His support has been well received. Would recommend to anyone who is serious about their current and future financial position."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Brett Christie profile photo

Brett Christie responded on September 2018

"Thanks Gerry and Carol, Always a pleasure working with you. Take Care and Talk Soon, Brett Christie"

Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Mortgage and Finance Association of Australia (MFAA)
Completed
2009

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2016

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2018

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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