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.
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.
I like doing my own research, making my own investment decisions and seeking out opportunities. It would be great to have access to new ideas and intelligence but ultimately it’s my future and I enjoy taking responsibility for those decisions. I don’t want to do all the administration for my portfolio, I’d like one central point of contact to co-ordinate the implementation of my investment decisions, technology that keeps me completely connected and a team that will work with my accountant for seamless reporting and compliance.
I really like following investment markets. I have my own ideas but recognise that I need advice and value the input of investment advisory professionals. I want to be actively involved in the decision making when talking about my future, but I’d like ongoing advice, engagement and an overall review of my progress against my plan from a professional. I would like access to people and technology that will keep me completely connected, and will work with my accountant for seamless reporting, compliance and integrated service.
I know I need advice but I don’t really understand enough to set my own plan for the future and would like someone to actively manage this on an ongoing basis. I don’t need to be involved in every investment decision and would prefer trusted advisors to manage my portfolio on my behalf. I am happy with a periodic update on progress, but would take comfort having access to people and technology that will keep me completely connected and will work with my accountant for seamless reporting, compliance and integrated service.
“How can we help you?
It’s never too early to start planning for your financial 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.
“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.
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