DARREN LAUDENBACH CFP - authorised representative of AMP Financial Planning Limited ABN 89 051 208 327 AFS Licence No 232706.
"If you're looking for a total business system solution, then I believe that Prestwood is the only software worth having. It provides you with excellent tools to use in front of the client to interactively prepare their own plan, with your professional guidance. We have adopted the philosophies that Prestwood presents into our business and found that the response from clients has been exceptional. Truly this is lifestyle planning at its best - helping clients establish their future desired lifestyle, costing that lifestyle and then implementing a plan together to achieve stated goals. What you are getting with the software is a business model that helps build a truly sustainable and profitable practice - exceeding clients' expectations and ensuring smoother more profitable operations with less stress to staff and planners."
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MARK BEVERIDGE SIA (AFF) - Australian Investment Management
"Prestwood enables me to plan multiple strategies. Just last month I built a plan that allowed me to compare for a client the differences between a residential real estate based strategy (including non-cash deductions) versus a salary sacrifice arrangement. We were able to simulate what would happen at different interest rates and capital growth rates so that the client could see the variability of outcomes if things didn't go as planned. Very powerful stuff."
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MAURICE NISTICO - Dip FP CFP - Tri-Plan
"To quote Michael Gerber, The E-Myth "the system works, so you don't have to...". The Prestwood system is a way of doing things that allows you to systemise everything that happens in your practice, allowing you to leverage your time to spend advising clients, and increasing your profitability. There is no other software package that even comes close."
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CARMEL TREMBATH - CFP - Prosperity Planning Pty Ltd
"I have used many financial planning packages over the years, but find Prestwood the most intuitive and logical. I find it easy to find my way around."
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ANGELA WAKEFIELD
"Paul (Etheridge) and the Prestwood systems put the professional financial planner at the cutting edge."
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KEN BLOOMFIELD - Financial Clarity Pty Ltd
"Helped me to produce what my dealer's compliance department called, one of the best plans they had ever seen."
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