Our team of leading industry specialists focus on providing you with a personalised service to realise your goals and aspirations. Our integrated service model gives you access to accounting, business advisory, personal wealth management, SMSF and capital advisory all under one umbrella.
ASX listed,
EST. 1998
$1B+ client funds under management
Business Growth & Strategic Advice
Personal & integrated financial advice
Leading innovation partner for entrepreneurs
ACCOUNTING & BUSINESS ADVISORY

An advisory service focused on your success

We work with our clients across the full business lifecycle, from new businesses, go-to-market strategies, long-term sustainable growth plans, and expert business support across accounting, compliance and reporting – we’re your single, dedicated advisory team.

WEALTH MANAGEMENT & PROTECTION

Secure your financial future

Whether you’re investing to build wealth, looking to protect your assets or need advice for retirement planning, achieve your financial goals with our team of experts, no matter where you are in your life.

SELF MANAGED SUPER FUNDS (SMSF)

Complete, expert and structured SMSF advice and support

A tailored, comprehensive SMSF solution from the best technically capable SMSF experts in the industry – across establishment, strategic investment advice, all areas of administration, reporting and compliance, we put you in control of the future of your SMSF.

CAPITAL & CORPORATE ADVISORY

Realise your true value and aspirations

Take advantage of our expertise in corporate M&A, restructuring, global relationships and experience with supporting our clients with capital growth and business sale to realise value.

ABOUT PRIME

Aspire to create something special, to innovate, to grow, and go beyond the ordinary

Prime is an integrated Accounting and Business Advisory, Wealth Management, SMSF and Capital advisory firm for business owners, family groups, executives and professionals. Our single focus is on you; working with your goals and aspirations – to secure your financial future, helping you protect your assets and build your wealth.

We offer a unique services approach that means you benefit from one team supporting your personal and business needs.

Our philosophy, much like many of our clients, is empowering you to achieve your aspirations.

What our clients say

“Prime provides us a highly personalised service covering our financial needs. Our strategic advice has been proactively provided whilst ensuring our investments are professionally managed without requiring our daily input. We feel comfortable knowing Prime is looking after our investments.”

Ian, VIC

“In working with Prime, I have been connected with a trusted ‘go to’ source of knowledge, mentorship, tools, services, contacts and – most importantly – a friend on the ground for anything related to financial decisions when feeling a little overwhelmed.”

Amy, QLD

“I am very pleased with Prime. I have called my adviser when I have questions and have always received prompt replies and all of the support I needed.”

Bob & Denise, NSW

“We are busy running our business, which takes up most of our time! To have someone we know and trust in charge of our money is so comforting. I enjoy the quick and clear communications I have with my adviser and I trust his suggestions for our investments.”

Jack and Pauline, VIC

“We have worked with Prime for fifteen years as our financial adviser. Prime has always guided us through with professional advice on our financial decisions, whether it be in the local office or over the phone. We have found our adviser, Garry, has gone above and beyond the call of duty with regards to our retirement and financial matters in a friendly and caring way.”

Karen & Russell, QLD

“I find Michelle service to me is of high value. She is knowledgeable and transfers the information to me clearly. Thank you Prime.”

Kathryn, WA

“We have always felt that our advisor listened carefully to what we expected and responded appropriately. Livio is always interested in us as a couple and our lifestyle- we have never felt like we were bulk handled.”

Ian & Cherie, VIC

“I have been a client of Prime for just over 3 years and I am confident that the advice and service I have received during that time has been in my best interests.”

Lannette, QLD

“I have been using Prime for many years and one of the things I appreciate most is that their advice is only a phone call away and I always feel as a customer that Prime have my best interest at heart. It is a very personal service executed by very personable and helpful individuals. My advisor feels like family I am very satisfied.”

Christopher, ACT

A unique and personal service approach to support all your business advisory and personal wealth management needs.

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