Wealth Management

I have had experience working with the Accounting and Financial Services sectors since 2001. I commenced my career in the United Kingdom working for 2 ½ years in Corporate Recovery and Insolvency. 

Upon returning to Australia I spent 6 years in the Recruitment sector focusing on Senior Financial Services appointments in Melbourne and Sydney as well as running his own business for 2 years.

Since joining Prime Financial Group Ltd, I have developed a focus on investment management and research whilst being a member of the Private Client Team which specialises in advice to SMSF’s.

Hi, I'm Brent. 

Do you have a 'Bucket List' of Life Goals & Dreams?

Everyone has different life goals and dreams. What's YOURS?

What's on your Life Goals & Dreams Bucket List?

Care to SHARE them with us? 

We'd LOVE to hear them. 

Maybe, together, we can work out a way of achieving them!

How do you want to live your life?

What is Investment Advice?

A comprehensive investment strategy and strong asset allocation can assist with maximising the benefits and minimising the risk across your portfolio as part of achieving your individual goals and objectives.

Our Investment Advice benefits you by:

  • Providing options available to grow your asset base and position you to achieve your 'best' possible retirement income 
  • Increasing your knowledge of how much income your retirement capital will provide 
  • Building a 'transparent' investment portfolio individually tailored for you 
  • Providing ongoing advice, research, reporting and portfolio management 
  • Cost competitiveness by 'cutting out' unnecessary duplication – you speak directly with the people managing your money.

What is Superannuation?

Superannuation (Super) remains one of the best ways to accumulate wealth and save for your retirement.

With a growing number of people deciding to manage their own Super, understanding your investment

options and considering your retirement objectives will impact the strategy you implement to build a more secure future.

You can save your super in a personal superannuation fund where it is professionally managed for you or you can manage your own by setting up a Self Managed Super Fund (SMSF).

We can help with all areas of your superannuation to best position you to meet your retirement goals.

What is Asset Protection?

Protecting yourself, your family and your business is the cornerstone of any wealth creation strategy.

Asset Protection involves the structuring of your personal, family and business affairs to minimise your risk exposure whilst providing a platform to build your wealth.

We believe all clients should have an Asset Protection program in place.

The objective of Asset Protection is to provide you with greater control over your Assets (Personal, Family and Business) allowing for more controlled outcomes in times of dispute or financial distress. 

What is Life Insurance?

Protect what matters most to you!

The reality is that no one can predict the future. 

To minimise the loss of income to your family that may result from your death, temporary incapacity or serious disability, it is vital you implement the appropriate protection strategies for yourself and your family.

Through Insurance, you will be shielded against the financial trauma and the stress of unforeseen events, and will be protecting the people that matter most.

What is Financial & Retirement Planning?

Although your plans may change over time, it's important to identify your immediate priorities, your ideal lifestyle and retirement goals and develop a financial plan to assist in achieving them.

Our goal is to provide you with the best alternative for you to make the right decisions now and for your family's future.

Living your Ideal Retirement

Ready to start planning for your retirement?

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