Investment Products
Prime Financial Group (Prime) have access to the full range of investment products and apply a disciplined research methodology to develop our ‘best of breed’ approved product list. This process includes sourcing investment products and opportunities from various fund managers, investment banks, stockbrokers and product manufacturers, including alternative and boutique managers, for our diverse client base.
Managed Funds
- Equities (Australian & International);
- Property (ASX Listed & Unlisted Property Trusts);
- Fixed Interest (Bonds – Australian & International);
- Cash (Deposit Funds & Cash Management Trusts);
- Individually Managed Accounts (IMAs);
- Separately Managed Accounts (SMAs);
- Tax Effective Investments; and
- Alternative, Boutique & Unique Investments (e.g. Private Equity).
Wealth Protection & Life Insurance
Prime provide access to the full range of wealth protection & life insurance products, and have relationships with the leading insurance companies in Australia. Products include:
- Income Protection;
- Term Life Insurance;
- Total & Permanent Disablement & Trauma Cover;
- Business Expenses;
- Key Man Insurance; and
- Group Insurance.
