How can a financial adviser help me?

A financial adviser is your financial coach. They will assist you in all matters financial, whether they are general or specific. Some of the ways a financial adviser can help you include:

1. Setting and achieving your financial goals

The first step many people take with their financial adviser is to discuss financial goals. These goals will change over time due to your personal priorities changing, and your financial adviser will teach you how to be fluid in your goal setting. As you work to achieve your financial goals, your financial adviser will help you set, adapt and reshape your plan. 

2. Keeping you on track

Creating a financial plan is relatively easy. Sticking to the plan is the hard part. With a financial adviser by your side, however, sticking to your plan is made simpler. Think of them like a personal trainer telling you to do just one more sit up. Your financial adviser will keep you motivated, reminding you of what’s at the end of the tunnel. 

3. Managing your cash flow

Your financial adviser can help you create a cash flow plan for your household, helping you take the correct path for living the lifestyle you want now, while still putting something aside to grow your overall wealth. Without a clear cash flow plan, the rainy days can keep coming and taking your savings. 

4. Educating you on good and bad debt

Various types of debt exists. Some debt is good, some debt is bad. Your financial adviser will help you to structure your debt accordingly, putting your debt to work. 

5. Helping you to save for specifics

Be it a comfortable retirement or your children’s education, your financial adviser can help you reach specific goals. By helping you to make smart choices you can build assets, financially protect your family, make good investments and structure yourself for success.

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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