Prime doesn’t take a product-based approach, we are an Advisory Firm that adds value for our clients and partners. We are not tied to the ‘Big 4’ banks and as a result we provide personalised advice in partnership with your accountant that is transparent, flexible and is in your best interests.
Our integrated 3 dimensional approach ensures you have the right structure and strategies in place to meet your financial objectives, and creates a relationship for quality advice, trust, service and a deep understanding of your situation.
As you can see, our Integrated Advice Model brings together you, your Accountant and Prime to create a seamless and complete service.
Beginning with your accountant, you set the course for enhancing your financial future with tailored wealth management and asset protection advice. When together we have set your structure and strategy, the strength of Prime in partnership with your accountant then focuses on implementing and managing that plan and your investments to make your goals a reality.
The benefit of partnering with your Accountant and Prime to create the foundations of a complete client service is the ability to build a robust, achievable outcome through structure and strategy. Paramount in this partnership is and always will be protecting your existing wealth.
By reviewing your current asset position, identifying your goals and needs you are able to set a strategy to achieve the life and lifestyle you want for yourself and your family.