Wealth Management

We are here to help you build the financial future you deserve, wherever you are on your wealth journey.

What we do

Our mission is to work with you to create personalised and innovative financial solutions and provide advice that secures you the financial future you envision.

Financial Planning

We offer tailored strategies to build and protect your wealth, helping you achieve your financial goals by understanding your current situation and where you would like to be; working with you to formulate a personalised strategy with your desired outcomes in mind.

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Retirement and Planning

We help our clients build wealth towards attaining financial independence, guiding your transition from your working lives into a financially secure retirement.

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Superannuation Advice

Superannuation stands as the most powerful investment structure available in Australia, due to its robust tax advantages.

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Life Insurance

We provide comprehensive advice on protecting you and your family against unforeseen circumstances that could impact your financial future. We offer guidance on different types of insurance including:

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Investment Advice

We provide investment advice tailored to protect and grow your wealth and seize emerging opportunities.

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Wholesale Investment Opportunities

Prime specialises in offering a range of exclusive wholesale investment options, offering customised alternative solutions to address a variety of investor goals.

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$
1.2B
Funds under management
25
+
Years of wealth management experience
2,000
+
Clients with relationships lasting 25+ years

Explore Wholesale Investment Opportunities

Enjoy a seamless and user-friendly experience on our secure platform, and monitor your investments any time. Our dedicated wealth management team is available to support you at every stage of the process.

How we operate

1

Meet with your adviser

We’ll gather information to develop a clear understanding of your:

- financial circumstances

- investment objectives

- short and long-term goals

- attitude to risk


We’ll also outline our fee structure, so that it’s clear and transparent.

2

Statement of Advice

We’ll review your assets, liabilities and other financial information and devise strategies to help you achieve your financial goals.

3

Let's get together again

During our next meeting, we'll run through the statement of advice recommendations in detail. If you're happy to proceed, you'll be allocated a client services representative who will work with you and your adviser.

4

We'll take care of the rest

Our dedicated client service team will work with you and your adviser to implement your tailored advice. As part of the process, we're happy to collaborate with your accountant or solicitor moving forward. We'll also give you access to our digital reporting platform, myPrime, so that you can keep abreast of your investment portfolio.

Why Prime?

Choose us for our all-in-one service, flexible options, expertise you can trust, and personalised approach, ensuring a seamless and tailored experience for your specific needs.

All-in-one Service

We offer a suite of financial services and advice under the one roof. One team to support your personal and business needs.

Expertise you can trust

We’ve been in the industry since 1998. Our advisers bring decades of experience and a strong track record to the table across various disciplines.

Flexible Options

Already have an accountant you know and trust? We’re happy to collaborate with them as we work towards realising your financial goals.

Personalised Approach

Everyone’s financial journey is different. Our goal is to understand and assist with yours. We offer tailored wealth
management advice, wherever you’re at on your journey.

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

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

Frequently Asked Questions

What is the financial planning?

Financial planning involves an ongoing collaboration between clients and professionals to pinpoint objectives, assess resources, and craft a strategic path toward financial goals. It encompasses more than just investing, offering assurance in navigating various life stages while maintaining financial stability.

To gain a deeper understanding of financial planning and its potential benefits for you, we invite you to explore our more in-depth article "What Is Financial Planning?"

What does a financial adviser do?

A financial adviser is a professional who provides personalised guidance and assistance in managing various aspects of an individual or an entity’s finances. They help clients set financial goals, develop comprehensive plans to achieve those goals and make informed decisions about investments, retirement planning, taxes, insurance, and estate planning. Financial advisers also offer ongoing support and advice to help clients navigate financial challenges and make adjustments as their circumstances change. Overall, their role is to help clients optimise their financial situation and work towards long-term financial security.

How can a financial adviser help me?

Financial advisers play a crucial role in guiding individuals towards financial stability and success. Through personalised advice and expertise, they assist clients in various ways:

  • Goal Setting: Helping clients define and prioritise their financial goals, whether it's saving for retirement, purchasing a home, or funding education.
  • Wealth Accumulation: Devising a strategy around investing your available capital, inside and outside of superannuation, and growing that capital over time.
  • Superannuation Optimisation: Maximising your opportunity to contribute additional capital to your superannuation to grow your retirement wealth tax effectively.
  • Retirement Planning: Assisting you to transition from your working life into a retirement lifestyle providing regularity and security of income.
  • Capital Investment & Portfolio Management: Structing an investment portfolio for your superannuation, savings or business sale proceeds tailored to your risk appetite and optimized for tax effectiveness.
  • Asset Protection: Entity structuring and insurance benefits to safeguard your family wealth and lifestyle against unforseen events.
  • Estate Planning and Intergenerational Wealth Transfer: Working with your solicitor to devise an estate plan for the effective transfer of wealth to your preferred beneficiaries, providing you with peace of mind.
When should I get a financial adviser?

A financial adviser can provide you with guidance to help you achieve your short and long-term financial goals. They can help you navigate the sometimes treacherous waters of money management and can offer support on the journey to a successful financial future. Everyone could benefit from the skills of a financial adviser, however, there are times when engaging a financial adviser becomes particularly important. These might include:

  • A life changing event, such as sale of your business
  • Seeking out a broader range of investment opportunities
  • Looking to grow your wealth tax effectively
  • Wanting to ensure you are well positioned for the future
  • Peace of mind that you have a professional adviser guiding you

To learn more about this, read “When should I get a financial adviser

What to ask a financial adviser?

Whether it’s for tax planning, investing, estate planning, debt management or during a time of change, everyone could benefit from the help of a financial adviser. Still, it’s important to go into a relationship with a financial adviser with your eyes wide open, and this means asking your financial adviser a series of questions. Here are five to get you started.

  1. How do you get paid for services?
  2. What’s your investment philosophy?
  3. What are your credentials?
  4. What’s included and what’s extra?
  5. How often will we meet?

To learn more about this, read “What to ask a financial adviser

What is the first step in financial planning?

The initial step in financial planning involves engaging the services of a reputable authorised financial adviser. Without professional guidance, crafting a comprehensive financial plan becomes challenging. It's important to select a financial adviser with substantial experience and expertise to ensure sound advice and effective long-term planning.

What type of information do I have to provide?

When engaging in financial planning, it's vital to provide both measurable components such as assets, debts, and income, as well as intangible aspects like financial history and personal values to your financial adviser. While measurable components serve as the foundation for analysis and strategy formulation, intangible factors shape your financial decisions and aspirations. By considering both dimensions, your adviser can create a comprehensive plan that not only aligns with your financial goals but also reflects your individual circumstances and values, fostering a deeper connection between you and your adviser.

How will advice be provided?

Our advice will be provided to you in a written format known as a Statement of Advice (SoA) also known as a ‘financial plan’. The financial plan is a written summary of the advice.

A unique and personal service approach to support all your business advisory and personal wealth management needs.

wealth strategies
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