We don’t just provide the services outlined here. Whether you’re a business owner, a professional or executive, retired or nearing retirement, we’ll ask you the big questions to help you plan a meaningful future.

Financial Planning & Strategic Advice

Get tailored strategies to build and protect the wealth to fuel your ideal lifestyle. Our experts will deep-dive into your current financial position to figure out the best ways for you to achieve your own unique financial goals, through investments, superannuation budgeting, tax strategies, and more.

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Retirement Planning

When it comes to retirement planning, the earlier the better. Our guidance focuses on striking the right balance between optimising your lifestyle right now and optimising your lifestyle after retirement, to make sure you aren’t hit with a big financial surprise when the big day comes.

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Superannuation Advice

Small changes lead to big changes when compounded over time, and your superannuation is probably the longest financial investment you’ll ever make. Let our experts guide you through a few small tweaks now to make sure you are maximising your retirement money.

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Investment Advice

Choose between our Actively Managed Investment Service and our Client Instructed Investment Advisory Service to take advantage of growth and defensive investment alternatives based on deep market research and analysis. Our experts will help you develop a comprehensive investment strategy that aligns with your goals.

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Life Insurance

Choose from a variety of insurance policies to help you ease the financial burden when the unexpected happens. Our experts will help you review your existing cover and make sense of all of the protection strategies available.

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What our clients say

“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

“We have worked with Prime for fifteen years as our financial adviser. Prime has always guided us through with professional advice on our financial decisions, whether it be in the local office or over the phone. We have found our adviser, Garry, has gone above and beyond the call of duty with regards to our retirement and financial matters in a friendly and caring way.”

Karen & Russell, QLD

“I find Michelle service to me is of high value. She is knowledgeable and transfers the information to me clearly. Thank you Prime.”

Kathryn, WA

“We have always felt that our advisor listened carefully to what we expected and responded appropriately. Livio is always interested in us as a couple and our lifestyle- we have never felt like we were bulk handled.”

Ian & Cherie, VIC

“I have been a client of Prime for just over 3 years and I am confident that the advice and service I have received during that time has been in my best interests.”

Lannette, QLD

“I have been using Prime for many years and one of the things I appreciate most is that their advice is only a phone call away and I always feel as a customer that Prime have my best interest at heart. It is a very personal service executed by very personable and helpful individuals. My advisor feels like family I am very satisfied.”

Christopher, ACT

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

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