Financial Planning
Prime Financial Group Ltd’s (Prime’s) financial planning service is personalised to our clients needs. We can provide a total financial solution, or alternatively advice can be limited to a particular service or product.
- Financial Planning (Wealth Creation & Retirement Planning Advice);
- Investment Advice, including Direct Equities;
- Wealth Protection & Life Insurance;
- Self Managed Superannuation Fund & Superannuation Advice;
- Estate Planning & Asset Protection Advice; and
- Private Client Service.
Our responsibility is exclusively to you, ensuring you receive the most appropriate strategic advice, service and product for your needs. Accordingly, investment opportunities are recommended based on detailed research, their investment merit and suitability to your particular needs and circumstances.
Direct Equities
Prime’s direct equities advisory service is designed to assist with developing, reviewing and managing your direct equities portfolio. This service is also appropriate for clients with a Self Managed Superannuation Fund (SMSF) who wish to actively participate in the selection of investments that would also like access to quality information, research and advice.
We provide you with access to:
- Research and reporting;
- Proactive & innovative investment ideas, advice and planning;
- Execution services; and
- Ongoing management across your portfolio.
Our direct equities service is tailored to suit your particular goals, objectives and timeframes. This approach enables us to provide a broad spectrum of investment advice as well as new investment opportunities.
