Investments
Future Investments
Prime Financial Group Ltd (Prime) currently has investments in 44 financial services & advisory businesses nationally and will continue to establish, grow and invest in businesses within the financial services and advisory sector, firmly aligning the interests of Prime and investee company shareholders.
Prime works extensively throughout Australia with both accounting and financial planning firms looking to grow their existing business by providing additional services and/or acquiring other businesses.
Prime enables firms to leverage off the group’s scale and resources and to continue to grow their business and their "integrated financial advice" model for clients.
Accounting Firms
Contact our Director of Business Development if you are an accounting firm looking to:
- Provide further value added services to your clients (a complete service offering)
- Integrate financial planning and advisory services as part of existing accounting services
- Offer your SMSF clients a consolidated SMSF/direct equities advisory service
- Build a structured, efficient and profitable financial services business
- Build a significant income stream and financial services asset
- Sell part of your existing accounting firm
Financial Planning Firms
Contact our Director of Business Development if you are a financial planning firm looking to:
- Provide further value added services to your clients (a complete service offering)
- Offer your SMSF clients a consolidated SMSF/direct equities advisory service
- Leverage off the scale and resources of a larger group
- Sell part of your existing financial planning firm
As a strategic business partner, Prime provides hands-on experience and expertise across the financial services industry and is an accountable business partner with a vested interest in the success of each of its investments.
