“A Complete Wealth Management & Accounting Advice Experience”

Planning for Every Stage of Your Life

When you partner with the right financial adviser, life is AMAZING!

No matter where you are in life – or where the people who matter the most to you are in their lives – we will ask you the big questions in life. What matters most to you?

I'm a Professional or Executive

It's difficult to find time for the things that matter, we can help you plan for the future, clarify your goals and make a real difference through quality financial advice.

Professional or Executive

It’s difficult to find time for the things that matter, we can help you plan for the future, clarify your goals and make a real difference through quality financial advice.

Find out more

I'm a Business
Owner

It’s tough to keep on top of everything. We can help you plan simple, clear solutions for your complex financial needs; freeing up your time for the things you love – like your family

Business Owner

It’s tough to keep on top of everything. We can help you plan simple, clear solutions for your complex financial needs; freeing up your time for the things you love – like your family

Find out more

I'm Retired or Nearing Retirement

Planning for the future is challenging. We can help you design the lifestyle you want so you can be confident your savings will be put to best use for the future..

Retiree or Nearing Retirement

Planning for the future is challenging. We can help you design the lifestyle you want so you can be confident your savings will be put to best use. We can also help you structure how to pass your assets on to your family through Estate Planning.

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Our Services

Our service options are tailored to incorporate both self-directed service alternatives and full advisory solutions, giving you the choice of approach to build an investment and service offering that fits your profile while still achieving your financial goals.

“How can we help you?

It’s never too early to start planning for your financial future.

Our Firm, Your Future

Prime is an ASX Listed Integrated Wealth Management Firm for business owners and family groups. We were founded in 1998 by accountants and today that DNA continues through our working relationship with you in partnership with your accountant.

The reason is simple yet highly effective – we believe that you are best served by your advisor and accountant being your single place for personalised financial advice – tailored for your needs, goals and aspirations.

It all starts by providing and maintaining protection to your current and ongoing wealth. You’ve worked hard for what you have and Prime and your Accountant will always put preservation of your existing wealth first. We do this by taking a prudent yet forward looking approach to the management of your wealth.

By working with accounting firms, we ensure you have the right structure and strategies in place from the very beginning – key to meeting your financial goals and objectives to secure your financial future.

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About Prime

Prime for Accountants

“Prime invests real capital, keeping you in control and supporting your vision whilst delivering insight and expertise including wealth management for a complete client service”

  • Premier Partner to Accountants – Prime is the Premier Partner to Accounting Firms for Growth, Succession and Integrated Wealth Management

  • Dedicated and engaged investment partner – Whether for growth, succession or future proofing, Prime is a ground breaker in accounting equity partnerships that ensure sustainable profits and futures for all owners

  • Wealth management joint venture specialists – In partnership, Prime facilitates internal service delivery of complementary wealth management services to ensure a well-rounded complete client experience for existing accounting clients.

  • Accounting practice client engagement – Innovative accounting firms can benefit from Prime’s industry-leading client engagement model, delivering business relationships that verify trusted advisor status.

WHITE PAPER: The Power of Insight

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Prime Blog

  • Australian Market Summary Prime Financial Group

Australian Market Summary (Issue 441) – 24 March 2017

  Australian Market Summary (Issue 441) - 24 March 2017 We saw the first signs of the market tiring this week, with global markets a touch weaker. Australia’s ASX200 softened up a little over 1% [...]

What are the rules for borrowing money through your SMSF?

What are the rules for borrowing money through your SMSF? Many Australians budget for their retirement using Self Managed Super Funds (SMSFs), because they want more control over how their superannuation is invested. Since 2007, [...]

International News (Issue 440) – 17 March 2017

  International News (Issue 440) - 17 March 2017 Given my remarks earlier on the U.S Federal Reserve interest rate hike, I will keep this super brief. The Dutch election came and went without too [...]

Australian Market Summary (Issue 440) – 17 March 2017

  Australian Market Summary (Issue 440) - 17 March 2017 I looked at my notes this week and realized it could be pleasantly short note today. With reporting season now over, the corporate news-flow has [...]

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VICTORIA

Level 17, Como Office Tower
644 Chapel Street
PO Box 6105
South Yarra, VIC 3141
T: 1800 064 959

NSW

Level 17,
9 Castlereagh Street
Sydney, NSW 2000
T: 1800 988 141

QLD

Suite 2, First Floor
280-286 Sheridan Street
Cairns, QLD 4870
T: 1800 796 096

WA

Unit 16, First Floor
100 Railway Road (Cnr Hay St)
Subiaco, WA 6904
T: 1800 785 855