
Dear JV Partners,
As we come to the close of another calendar year we’d like to take this opportunity to thank you and your firm for your ongoing support in building and delivering a valuable service for your clients. Twenty plus years from Prime’s inception we still feel very strongly that clients are best served by receiving an integrated accounting and wealth management service with you as their quarterback and Prime playing a strong support role.
Over the course of the year we have been pleased to support more of you with additional services including SMSF and Capital / Corporate Advisory with many clients considering business sale events and larger scale capital raisings, if you require any support in either area please just give us a call.
Next calendar year will offer further opportunity for us to work more closely together as Prime invests in building out our property offerings including direct investment property. This means that a host of clients previously not interested in speaking to advisers due to their property investment preferences can now engage with us.
Finally, we sincerely hope that you can join us in Melbourne early in the new year for our Accountants Forum, a great opportunity for us to connect, learn from each other and network.
Thank you once again for your support in the ever changing world of wealth management and we sincerely hope you and your family have a safe and enjoyable festive season.
All the very best, Simon and the whole Prime team.