Prime

About Prime

Prime is an Integrated Wealth Management Firm for business owners and family groups. Prime’s goal is to become the Premier Partner to Accountants for Growth, Succession and Integrated Wealth Management and to deliver personalised advice to clients for a secure financial future.
8 09, 2017

Meet Holly

By | 2017-09-15T15:24:52+00:00 September 8th, 2017|Community, Life Events, The Captain's Ride|0 Comments

Meet Holly As part of Prime Financial Group’s Platinum sponsorship of The Captain’s Ride in 2017, we’d like to introduce you to another of The Steve Waugh Foundation’s Grant recipients - Holly. “Rare kids are brave. But The Steve Waugh Foundation, and your supporters, are equally brave.  Backing not only one disease, but up to [...]

24 08, 2017

Welcome to The Captain’s Ride Family for 2017!

By | 2017-08-25T14:03:23+00:00 August 24th, 2017|Community, Life Events, The Captain's Ride|0 Comments

Prime Financial Group is proud to announce its Platinum sponsorship of The Captain’s Ride in 2017. There is plenty that will be happening and ways you can get involved. Be sure to visit the blog regularly to make sure you don’t miss anything! The Ride is the premier fundraising event for The Steve Waugh Foundation, and [...]

5 05, 2017

International News (Issue 447) – May 5th, 2017

By | 2017-06-16T15:16:09+00:00 May 5th, 2017|International News|0 Comments

International News (Issue 447) - May 5th, 2017 It was a busy week internationally with eyes fixed on a marginal slowing in both Chinese and U.S economic growth. Manufacturing surveys released in both countries this week pointed to a moderate deceleration month-on-month, but in China the concerns are slightly more elevated since the slowing in [...]

28 04, 2017

Prime Australian Equities Income SMA – March 2017

By | 2017-06-16T15:16:09+00:00 April 28th, 2017|Active Management Performance, Uncategorized|0 Comments

Prime Australian Equities Income SMA - March 2017 Portfolio Objective To generate a grossed-up dividend yield at least equal to the one-year bank deposit rate and capital value targeted to grow at least in line with CPI. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity . [...]

28 04, 2017

Prime Australian Equities Growth SMA – March 2017

By | 2017-06-16T15:16:09+00:00 April 28th, 2017|Active Management Performance, Uncategorized|0 Comments

 Prime Australian Equities Growth SMA – March 2017 Portfolio Objective To achieve capital growth with moderate tax-effective income via franked dividends through investment in listed Australian securities. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity. These securities are expected to deliver an above-market average income yield, [...]