Business Growth Advisory & Strategy

Management Advisory

As a CEO or business owner, you are ultimately responsible for the sustainable growth of your business and the wellbeing of your staff. Undoubtedly, your leadership team and board are there to provide you with support and expertise, but it can still feel lonely at the top.

Having an experienced and strategic voice to assist you with key decisions, growth, financial strategy, and even leadership team development, is an invaluable resource in helping you make confident decisions.

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Board Advisory & Business Owner Mentoring Services

We know what it takes to own and operate a successful business and ultimately achieve business and financial aspirations. As part of your personal team, we’ll coach you in a way that’s tailored to your business needs.

Whether we play the role of an advisor to the board or a business owner mentor, we’ll help you facilitate executive team training, devise realistic funding strategies, and assist you in making your operation investment-ready.

With Prime, you won’t be pigeon-holed into a template. Our in-house experts will help you determine where you need the greatest assistance and how best to meet your goals in a way that’s unique to you and your business.

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Small to Medium Enterprise (SME) Advisory

We help our SME clients strategically grow their business by:

  • Providing planning and growth advice
  • Conducting strategic reviews
  • Training through our “Business by Design” program
  • Advising on structuring or restructuring
  • Improving tax efficiency and utilising grants & tax incentives
  • Assisting with buying or selling transactions
  • Advising on salary and share packages
  • Offering a virtual CFO, Tax Officer, Director, and Board
  • Introducing Self-Managed Super Funds
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Start Up Services

We help our startup clients make the right decisions early on by:

  • Advising on corporate structuring and setup
  • Assisting with Business Strategic Plan preparation, validation and review
  • Assessing eligibility for various grants and R&D tax incentives
  • Helping with Shareholders Agreements & Buy/Sell Agreements advice
  • Advising on financial matters
  • Assisting with statutory regulator registrations
  • Implementing accounting systems
  • Preparing budgets and cash flow forecasts
  • Tailoring financial and KPI reporting to stakeholder requirements
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Get outcome-focused advice

Whether you’re raising capital, consolidating your tax, optimising your payroll and benefits, applying for grants, or creating a long-term growth plan, we have full-time in-house experts at hand.

From our firm partners and leadership team to our virtual CFOs and tax officers, we have the practical and hands-on knowledge to help you make sense of your financials, meet your legal requirements, and set challenging but achievable goals.

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What our clients say

“First class advice and service leading to real business advisory support and growth.”

Ben Hughes, EconomX

“We’ve been with Prime now for nearly 10 years and they have always strived to understand our business needs and have contributed enormously to our growth from start-up tech to product commercialisation.”

Robert Kerr, Enopte Solutions

“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

“The team at Prime Financial provide an excellent full service offering to my organisation. Communication between teams is excellent and they genuinely put the best interests of their clients first.”

Alan King, VIC

“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

“Prime is a lot more that an accountant to us. They are well equipped with the knowledge to help solve any problem businesses come across.”

Gavin Lowe, UDL Group

“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

“In all the years l have had to do the R&D rebate and other grants, l have never been better looked after than here at Prime. The staff are super friendly, trustworthy and keen to get me the best result that they can. I would recommend Prime to anyone who wants to use this service. You have a client for life.”

Vern Brickman, Adverto

“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

“Opening my own business was a relatively daunting task. Prime and their extremely professional approach were essential in ensuring that it was executed properly. I would recommend Prime to anyone looking for leading advice with great customer service.”

James Reti, Reti Consulting

“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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