WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Webinar: Portfolio Positioning, Direct Equity Recommendations, Fixed Income Recommendation and more

Please join us for our Online Wealth Management Webinar on Wednesday, 25th May at 11.00am – 12.00pm AEDT.

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WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Recent Weekly Market Update

Click below to read our recent market update, released on 9th May.

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WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

End of Financial Year Tips & Tidy ups

Whether you’re an SMSF trustee or pay tax personally, its time to start preparing for the end of financial year 2022, considering annual limits for super contributions and getting prepared for upcoming tax lodgements.

By Michelle Bromley CFP®, Director – Strategy and Advice

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WEALTH MANAGEMENT – ADVICE, CLIENT SERVICE & EXPERIENCE

Sector rotation – Market outlook on banking, consumer staples & healthcare

Marcus Bogdan, Prime’s Investment Committee Member and CIO of Blackmore Capital, discusses the current market outlook specifically the rotation between sectors with the onset of inflation. Sectors & stocks of interest include banking (increasing MQG), consumer staples (WES, EDV) and healthcare M&A (RHC & increasing CSL).

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SMSF

Ask Alan with Olivia Long

Olivia Long (Prime’s Managing Director – SMSF) joins Alan Kohler (Eureka Report) and discusses property purchase with SMSFs, Tax implications/benefits to beneficiaries and more!

Click below to have a listen.

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