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For general enquiries or to request a free consultation on your personal wealth management, capital & corporate advisory, accounting & business advisory, SMSF or ESG needs, please fill in our form.

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Our offices

Please select a service to see our contact information and office locations across Australia.

Capital & Corporate Advisory
VIC
capital@primefinancial.com.au
1800 317 006
Level 17, HWT Tower
40 City Road
Southbank VIC 3006
NSW
capital@primefinancial.com.au
1800 317 005
Suite 16.01a, Level 16,
180 George Street
Sydney NSW 2000
QLD
capital@primefinancial.com.au
1800 317 005
Level 6/100 Creek Street,
Brisbane QLD 4000
Accounting & Business Advisory
VIC
enquiry@primefinancial.com.au
1800 317 005
Level 17, HWT Tower
40 City Road
Southbank VIC 3006
NSW
enquiry@primefinancial.com.au
1800 317 005
Suite 16.01a, Level 16,
180 George Street
Sydney NSW 2000
QLD
enquiry_brisbane@primefinancial.com.au
07 3010 8588
Level 6/100 Creek Street,
Brisbane QLD 4000
Wealth Management & Protection
VIC
clientservices@primefinancial.com.au
1800 064 959
NSW
clientservices@primefinancial.com.au
1800 988 141
Suite 16.01a, Level 16,
180 George Street
Sydney NSW 2000
QLD
enquiry_brisbane@primefinancial.com.au
07 3010 8588
Level 6/100 Creek Street,
Brisbane QLD 4000
Self-Managed Super Funds
VIC
smsf@primefinancial.com.au
1800 317 006
Level 17, HWT Tower
40 City Road
Southbank VIC 3006
NSW
smsf@primefinancial.com.au
1800 988 141
Suite 16.01a, Level 16,
180 George Street
Sydney NSW 2000
QLD
smsf@primefinancial.com.au
07 3010 8588
Level 6/100 Creek Street,
Brisbane QLD 4000
ESG Advisory
VIC
mandys@primefinancial.com.au
1800 317 006
NSW
mandys@primefinancial.com.au
1800 317 005
Suite 16.01a, Level 16,
180 George Street
Sydney NSW 2000
QLD
mandys@primefinancial.com.au
1800 317 005
Level 6/100 Creek Street,
Brisbane QLD 4000
“ 

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’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
“ 

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
“ 

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

 ”
Ben Hughes, EconomX
“ 

Prime’s support has been essential. From identifying and maximising our R&D Tax Incentive claims to providing strategic financial guidance through Virtual CFO services, they’ve helped us build a solid foundation for growth. Simone and Victoria understand the unique challenges of biotech and consistently deliver high-quality advice."

 ”
John Santini, President and CEO, Vergent Bioscience Australia
“ 

We've worked with Prime on multiple transactions and are consistently impressed by their professionalism, clarity, and execution. Their disciplined, strategic approach inspires confidence and keeps complex deals moving smoothly. The Prime team is dynamic, solutions-focused, and a trusted partner to WDG.

 ”
Michael Skala - Willow Development Group
“ 

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
“ 

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
“ 

Navigating the R&D Tax Incentive in a complex regulatory environment is no small feat, but the Prime team's expertise has made the process seamless. Their Virtual CFO services have brought financial discipline to our operations, allowing us to focus more on delivering our innovative medical technologies.

 ”
Luana de Lamotte, Senior Finance Manager, CorWave
“ 

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
“ 

Prime helped us structure and raise capital for one of our projects, and they truly delivered. Their deep expertise and detailed, independent research added real value and informed key decisions. It was clear they were committed to achieving the best outcome for us.

 ”
Geoffrey Booth, Managing Director - B Global Developments
“ 

The support we've received from Prime on the R&D Tax Incentive has been invaluable - ensuring we optimise our funding and stay audit-ready. We've gained strategic financial oversight that’s helped us make informed decisions. Simone and Victoria’s expertise and proactive approach have made them a trusted extension of our team.

 ”
Will Souter, CFO, Actinogen
“ 

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
“ 

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 adviser feels like family I am very satisfied.

 ”
Christopher, ACT
“ 

Magnis has been a client for over five years. We have found the service to be impeccable especially their Client Services Manager – Helen Lo. All queries were responded in a very prompt and professional manner. I would not hesitate to recommend Prime to anyone based on the service provided to date.

 ”
Pendy Tju, Magnis Resources Ltd
“ 

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
“ 

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

 ”
Kathryn, WA
“ 

“We have been very pleased with the delivery and administration of our Employee Share Trust, which has been pivotal in the attraction, retention and motivation of our employees and executives.”

 ”
Luana de Lamotte, Senior Finance Manager, CorWave

Resource Centre

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Monthly Market Update – November 2025

Preparing Your SMSF for the Great Generational Wealth Transfer

Preparing Your SMSF for the Great Generational Wealth Transfer

2025 Markets in Review: A Year of Surprises and Paradoxes

2025 Markets in Review: A Year of Surprises and Paradoxes

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