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.
22 09, 2017

Will Your Idea Make Money

By | 2017-10-16T11:39:12+00:00 September 22nd, 2017|Australian News, Investment Advice|0 Comments

Kim Walker has spent the best part of two decades helping a myriad of businesses get themselves ready for commercialisation. He talks to Grant Titmus about his journey. If you have a start-up and are looking to get it off the ground, Kim Walker may well just be your solution. Walker heads up the commercialisation [...]

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 [...]

4 09, 2017

Prime SMA Performance Summary – July 2017

By | 2017-10-16T11:39:53+00:00 September 4th, 2017|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – July 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 [...]

1 09, 2017

UNVEILED: 10 of Australia’s Biggest Little Cellar Doors

By | 2017-10-16T11:40:13+00:00 September 1st, 2017|Lending & Finance, Life Events|0 Comments

Gourmet Traveller Wines shares with Prime its top 10 cellar doors we may not have heard of. With so many wine regions in Australia to visit, it can be easy to miss the smaller, low key cellar doors for the discerning wine-lover looking for something a bit off the beaten track. Without further ado, here [...]

30 08, 2017

Prime Portfolio Performance Figures – July 2017

By | 2017-10-16T11:40:30+00:00 August 30th, 2017|Active Management Performance, Uncategorized|0 Comments

Prime Portfolio Performance Figures – July 2017   DOWNLOAD the Prime Separately Managed Account (SMA) Report, July 2017 DOWNLOAD   Portfolio Commentary & Positioning The AUD surged to a 2+ year high in July rising from 76c to 80c and driven by improving Australian economic data (retail sales and building approvals stabilised, full-time employment continues [...]