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Prestwood Australia is independently owned and provides software, training and systems to
financial planners in Australia.
• Our software makes planning an enjoyable interactive experience for clients with a focus on
defining, achieving and maintaining their lifestyle.
• Our systems free up a planners time to see clients and thus earn more money.
• Our training and support is second to none and ensures all your staff have the knowledge and
skills to offer this style of planning.
• Prestwood is for planners wanting to offer their clients something more than they can get
anywhere else.
• In addition to exceptional strategy and plan production capabilities, Prestwood software is rated
as having the best practice management capabilities available. (Investment Trends –
Financial Planning Software Survey 2004)
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Lifestyle Linked Financial Planning means Prestwood.
The Prestwood service covers:
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