Wealth Management JV

Wealth Management JV 2017-06-27T17:44:47+11:00

Wealth Management JV


As part of Prime’s belief that clients are best served by receiving Accounting and Wealth Management advice (with the Accountant central to this) as part of one ‘Integrated’ service. Prime has established, operated and managed 30+ Wealth Management entities with Accounting Firms over the last 17+ years.

Prime’s Wealth Management model incorporates our Financial Services/Asset Protection Client Engagement Model (CEM) and is suited to 3 – 10 Partner Accounting Firms and typically involves a 50/50 equity structure.

Prime’s structure involves Prime managing and operating the wealth management entity on behalf of both parties, including cash flowing, resourcing and best practice. It also incorporates the option of a limited licensing solution for Accounting Firm Partners and staff to ensure they can continue to provide complete client advice.

Prime’s Wealth Management model has equal relevance whether you:

  • Have not previously been involved with Financial Services
  • Have simply referred out to external parties
  • Have an existing Financial Services business which you run or are a shareholder in


For more information, please contact

Tim Bennett

Director – Corporate Development

T:(03) 9827 6999

E: timb@primefinancial.com.au

Get In Touch »

Contact Us »


Level 17, HWT Tower
40 City Road
Southbank VIC 3006

T: 1800 064 959


Level 17,
9 Castlereagh Street
Sydney, NSW 2000
T: 1800 988 141


Suite 2, First Floor
280-286 Sheridan Street
Cairns, QLD 4870
T: 1800 796 096


Unit 16, First Floor
100 Railway Road (Cnr Hay St)
Subiaco, WA 6904
T: 1800 785 855