Prescott Securities is one of Australia’s leading wealth management organisations, with a strong presence in South Australia.
Established in 1987, Prescott Securities has been helping Australians plan for their futures for nearly three decades. Combining excellence in investment portfolio construction and maintenance, financial planning and personal insurance advice, our specialists are passionate about assisting clients in achieving their goals and objectives, at every stage of their financial journey.
Our services include, but are not limited to:
- Superannuation Advice
- Investment Advice
- Portfolio Management
- Self-Managed Super Funds (SMSFs)
- Centrelink Considerations
- Personal Risk Insurance
- Retirement Planning
- Estate Planning Considerations
With almost 30 years of sustained success, our business is totally committed to a localised, deeply personal service. Your best interests and quality of service shall always remain our number one priority.
Prescott Securities is an integral part of a broader finance organisation, Findex. As one of Australasia’s leading providers of integrated advisory services, Findex delivers comprehensive advice across the full spectrum of financial services, facilitated through its Family Office approach.
Through the backing of Findex, our macro insight to global subjects and knowledge, complemented by our quality investment line up and scale means our clients can rest assured that their best interests are being taken care of.
Speak to one of our expert advisers today to find out how Prescott Securities can assist you on the path to financial security.
Any financial advice is provided by Findex Advice Services Pty Ltd trading as Prescott Securities | ABN 88 090 684 521 | AFSL 243253
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