Investment advice

Innovative investment ideas, advice and planning

Our research experts regularly identify and communicate market developments to give you plenty of time to pounce on new investment opportunities. We aim to maximise your returns and minimise your risk, according to your personal tolerance. Our experienced advisers will help you build an investment portfolio that is individually tailored to your personal needs and risk tolerance, and provide you with ongoing advice, research, reporting and portfolio management.

You have the option to choose between a professionally managed portfolio, a term deposit & cash service, and an advisory service that gives you complete control over your investments.

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Actively Managed Investment Service

A professionally managed portfolio of investments that adjusts rapidly to changing market conditions, without the inefficiencies of a conventional managed fund structure, or the time requirement of direct ownership.

The ‘Actively Managed’ Prime SMA is available to a range of investors, including individuals, Self-Managed Superannuation Funds, and trusts.

  • Choose your own strategy and level of diversification
  • Set up automatic investments, debited from your financial institution on a regular basis
  • Administration is done for you, including tax record keeping, receipt of dividends, corporate action and mail
  • Access comprehensive reporting to track performance and activity
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Client Instructed Investment Advisory Service

A professional team of investment advisers (with Australian and international investment experience) to help guide your own direct portfolio construction and investment selection.

This service is available to a range of investors, including individuals, Self-Managed Superannuation Funds, and trusts.

  • Freedom to choose your risk level and customise your investment strategy and model
  • Set up regular investments direct from your bank account
  • Set up regular withdrawals from one or more of your portfolios
  • Administration is done for you, including tax record keeping, receipt of dividends, corporate action and mail
  • Access a custody-only portfolio to hold ASX securities that you do not want to be sold
  • Track everything from a simple dashboard with detailed reports
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Investment advice services

We’ll help you make smart investments by:

  • Providing opportunities to grow your asset base
  • Positioning you to maximise your retirement income
  • Increasing your knowledge of how much income your retirement capital will provide
  • Building a transparent, individually tailored investment portfolio
  • Providing ongoing advice, research, reporting, and portfolio management
  • Putting you in direct contact with the people managing your money

Get the investment advice you need from a dedicated and expert advisory team.

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Term Deposit & Cash Service

We make the process of investing in term deposits and cash service as seamless and pain free as possible.

You can maximise your investment options by getting access to the wide range of banks and competitive rates which will help you build a better portfolio.

Our personal service lets you invest, redeem, and transfer funds via a simple phone call to save time and make the process as simple as possible.

  • Access competitive rates from a variety of providers without spending time researching
  • No additional paperwork for ongoing transactions
  • Maximise interest with simple switching of funds between institutions upon maturity
  • Get a full history of financial transactions at the end of the tax year
  • Funds are always held in your name

Total flexibility in choosing your investment path

It all starts with a review of your current investments and strategies, to initiate the process of developing and managing a portfolio that aligns with your specific goals and timeframes.

Our wealth managers are always available, at any time, to address any of your investment inquiries. You’ll always speak directly with the people managing your money.

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What our clients say

“First class advice and service leading to real business advisory support and growth.”

Ben Hughes, EconomX

“We’ve been with Prime now for nearly 10 years and they have always strived to understand our business needs and have contributed enormously to our growth from start-up tech to product commercialisation.”

Robert Kerr, Enopte Solutions

“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

“The team at Prime Financial provide an excellent full service offering to my organisation. Communication between teams is excellent and they genuinely put the best interests of their clients first.”

Alan King, VIC

“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

“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

“In all the years l have had to do the R&D rebate and other grants, l have never been better looked after than here at Prime. The staff are super friendly, trustworthy and keen to get me the best result that they can. I would recommend Prime to anyone who wants to use this service. You have a client for life.”

Vern Brickman, Adverto

“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

“Opening my own business was a relatively daunting task. Prime and their extremely professional approach were essential in ensuring that it was executed properly. I would recommend Prime to anyone looking for leading advice with great customer service.”

James Reti, Reti Consulting

“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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