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23 05, 2016

What is Prime Financial Group’s partnership model with Accounting Firms?

By | May 23rd, 2016|Accountants, Investment Advice, Prime Financial Group, Professional Executives|0 Comments

What is Prime Financial Group's partnership model with Accounting Firms?   What if you could find a trusted business partner who not only provide the capital you need, improve your service offering, and group skills but we’re also bringing decades of expertise to the table. All while ensuring you remain true to your vision and [...]

12 05, 2016

Review Will – What Life Events trigger the need for a review?

By | May 12th, 2016|Asset Protection incl. Legal Services, Business Owners, Financial & Retirement Planning, Legal Services for Asset Protection, Life Events, Life Insurance, Professional Executives, Retirees, Superannuation incl. SMSF|0 Comments

Review Will - What Life Events trigger the need for a review?   Sophie Cohen, Legal Practitioner at Prime Financial Group discusses the life events that triggers the need to review your Will. If you or your family have experienced a major life event, you need to update your will. We recommend you should review [...]

6 05, 2016

Real world examples of local market narrowness as against international exposure

By | May 6th, 2016|Business Owners, Investment Advice, Professional Executives, Retirees|0 Comments

Real world examples of local market narrowness as against international exposure   Jonathan Bayes, Chief Investment Officer, talks about the importance of international assets in an investment portfolio.   The 4 major banks are 28% of the Australian sharemarket, with CBA #1 at 9.5%. When you add in Telstra, the supermarket companies, miners and CSL, [...]

14 04, 2016

International Exposure: Why is it important?

By | April 14th, 2016|Business Owners, Financial & Retirement Planning, Investment Advice, Professional Executives, Retirees|0 Comments

International Exposure: Why is it important?   Jonathan Bayes, Chief Investment Officer at Prime Financial Group, explains why international exposure in an investment portfolio is important, and the advantages international equity exposure brings.   The reality is that markets and economies often operate on different cycles, so having exposure to different economies provides a handy [...]

12 04, 2016

Investment Clients of Prime: What can you expect?

By | April 12th, 2016|Accountants, Business Owners, Financial & Retirement Planning, Life Events, Life Insurance, Prime Financial Group, Professional Executives, Retirees, Superannuation incl. SMSF|0 Comments

Investment Clients of Prime: What can you expect?   Jonathan Bayes, Chief Investment Officer at Prime Financial Group, explains what clients can expect from Prime Financial Group's investment advice, service and ongoing portfolio management.   Investing with Prime, clients should expect to see portfolios built with a focus on quality first and foremost, be they [...]