Superannuation advice

Small changes early on make a big difference

When was the last time you took a good look at your superannuation? A growing number of Australians are relying on superannuation to fund their retirement, and a few strategic adjustments — the earlier the better — can make the difference between struggling and thriving after you retire.

Our experts will guide you through the process of choosing the right super fund for you, determining your optimal contributions, optimising your investment strategy, and more, to make sure your super will be there for you when you need it.

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Should you manage your own super fund?

If you’re looking for more control over your superannuation investments, you may prefer a Self Managed Super Fund (SMSF).

We can help you understand what’s involved, the costs, the legal and compliance requirements, and how your investment choices can impact your retirement goals, to determine the strategy that makes the most sense for your future.

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Superannuation advice services

We’ll help you get the most out of your superannuation by:

  • Understanding your retirement needs
  • Optimising your superannuation investments
  • Minimising risk
  • Reducing administration fees
  • Understanding your annual return and how to affect it
  • Taking advantage of insurance through super
  • Calculating the benefit of additional super contributions
  • Consolidating your super accounts

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

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It’s never too early to get some advice

Our team of experts will get thinking about superannuation off your to-do list so you can focus on the future with confidence.

Talk to Prime today to take advantage of a few small, compounding changes that will impact your superannuation for years to come.

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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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