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 adviser 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.

One National team

With Prime being a national firm, you benefit from a vast team of Advisers with a diverse set of skills across different disciples with hundreds of years of experience.

It is this experience that allows us to completely personalise your wealth management advisory service, which while flexible to suit your needs, maximises your outcomes through grounded judgment and advice.

About Prime

How we work

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.

Structure and strategy

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.

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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