Discussions points we work with you on
It’s difficult to find time for the things that matter, we can help you plan for the future, clarify your goals and make a real difference through quality financial advice.
We’ll work with you on:
- What age do you wish to retire?
- How much money will you need to live on when you retire?
- Will your current investments achieve the income you will need in retirement?
- Do you have a strategy to pay down your debts before you retire?
- Do you have a current Will or Binding Death Nomination in place?
What we can cover
Life event experiences:
- Inheritance/Windfall Gain
- Property Disposal
- Business Disposal
- Retirement Window
- Property Purchase
- Business Purchase
- Marriage/New Relationship
- Divorce/Relationship Breakup
- Leaving a Job
- Starting a New Job
- Birth of a Child
- Birth of a Grandchild
- Family Member need Aged Care advice
- Death of a Family member
Understand your position:
- Income and Expenses
- Assets and Liabilities
A unique and personal service approach to support all your business advisory and personal wealth management needs.
Request a consultation
© 2022 Prime Financial
Primestock Securities Ltd (Prime) AFSL No. 239180 & Primestock Wealth Management Pty Ltd (Primestock Wealth) AFSL No. 240277
