MESSAGE FROM CEO
Message from Managing Director & CEO, Simon Madder
Welcome to our first JV monthly update for 2022.
We hope that you had the opportunity to spend valuable time with family and friends over the festive period and are well rested.
The year has started with many things to consider for existing clients with a lot of clients having also taken the quiet time to reflect and plan for the future. We look forward to working with you to assist clients to clarify objectives and goals and advise them on the best course of action.
The team are all back from leave and we wish you and your team a prosperous 2022 and will no doubt be in contact with you shortly.
All the very best,
Simon and the Team
WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE
How We Can Help?
With the collapse of Dixon Advisory, we wanted to reach out and see if we can offer any assistance to any of your clients that might be with Dixon. We have recently had one of our JV’s contact us regarding a client and discussions have began. No doubt clients will be feeling a lot of uncertainty and we would like the opportunity to assist if possible with their Wealth management needs.
If you would like to discuss this further please don’t hesitate to contact your adviser, Angelina Rigoli (angelinar@primefinancial.com.au) or Simon Madder (simonm@primefinancial.com.au).
WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE
Portfolio positioning for supply chain disruption
Marcus Bogdan, Prime Investment Committee Member says that it’s important investors take into account both Omicron and inflation risk, but also that we are still seeing elevated levels of growth and that trajectory seems strong.
WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE
Aged care and the family home
While a key component of Australia’s Aged Care ‘Living Longer Living Better’ policy is to support older Australians to remain in their own homes longer via home care packages, for those with higher care needs, entering a residential Aged Care facility can provide the care and support needed to maintain quality of life.
By Michelle Bromley CFP®, Director – Strategy and Advice
WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE
Recent Weekly Market Update
Click below to read our recent market update, released on 31st January.
WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE
Corporate Actions & Updates
As part of keeping you up to date on the communications that we are discussing with clients, please click below for the most recent notes.
PRIME SMA
Monthly Commentary
The elements that have supported the buoyancy of equity prices in 2021 are expected to fade in 2022. The intoxicating combination of unrivalled fiscal and monetary stimulus and the benefits of the re-opening of economies have driven up the price of ‘just about everything.’
Click below to read more.
CAPITAL
Recent Transaction by Prime Capital: Platinum Traffic Services
Prime Capital is delighted to have acted for the shareholders of Platinum Traffic Services in their 100% sale to AVADA Group Limited (ASX:AVD).
WHOLESALE PROPERTY INVESTMENTS
Prime Wholesale Property Investment Brochure – Updated
Please click below for our past and current wholesale property investments opportunities.
