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Click to read our latest case studies.

Capital Longevity in Retirement

Written by Michelle Bromley CFP® – Director of Strategy & Advice

“What we want to know is, do we have enough to retire on? How long is our super going to last?” This is possibly the most common question asked in retirement planning. 

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Top Ten Benefits of an SMSF

Written by Karen Dezdjek – Director of Wealth & Superannuation, SMSF

Self Managed Super Funds (SMSFs) are a growing, popular and significant sector in Australia’s superannuation industry – and here’s why! Click to read more on why.

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Meet Jill & Ben, aged 52 & 54

Written by Olivia Long – Managing Director of Strategy & Operations

Like many other baby boomers, Jill and Ben are the beneficiaries of their parent’s estate. Jill (aged 52) and Ben (aged 54) have recently inherited a total amount of $2 million.

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All Our Services

Accounting & Business Advisory

– Accounting & Tax Compliance
– Business Growth Advisory & Strategy
– Outsourced CFO & Accounting Services
– Grants & Tax Incentives
– Innovation & Commercialisation Advice

Wealth Management & Protection

– Financial Planning & Strategic Advice
– Retirement Planning
– Superannuation Advice
– Investment Advice
– Life Insurance

Self Managed Super Fund (SMSF)

– SMSF Establishment
– SMSF Advice
– SMSF Administration & Compliance

Capital & Corporate Advisory

– Business Sale & Advice
– Capital Raising
– Corporate Advisory

LOCATIONS

VIC

A: Level 17, HWT Tower, 40 City Rd, 
Southbank VIC 3006
T:
1800 064 959
E: 
clientservices@primefinancial.com.au

NSW

A: Level 4, 8 Spring St,
Sydney NSW 2000
T: 1800 988 141
E: clientservices@primefinancial.com.au

QLD

A: Level 2, 127 Creek St,
Brisbane QLD 4000
T: 07 3010 8588
E: enquiry_brisbane@primefinancial.com.au

QLD

A: Suite 2, First Floor, 280-286 Sheridan St,
Cairns QLD 4870
T: 1800 796 096
E: clientservices@primefinancial.com.au

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