Post on 17-Aug-2015
The Prime story
Prime Financial Group is an ASX Listed Integrated Wealth Management Firm for
business owners and family groups. We were founded in 1998 by accountants and
today that DNA continues through our working relationship with you in partnership
with your accountant.
The reason is simple yet highly effective - we believe that you are best served by
your accountant being your single place for personalised financial advice - tailored
for your needs, goals and aspirations.
It all starts by providing and maintaining protection to your current and ongoing
wealth. You’ve worked hard for what you have and Prime Financial Group and your
Accountant will always put preservation of your existing wealth first. We do this by
taking a prudent yet forward looking approach to the management of your wealth.
By working with accounting firms, we ensure you have the right structure and
strategies in place from the very beginning – key to meeting your financial goals and
objectives to secure your financial future.
One National team
With Prime Financial Group being a national firm, you benefit from a vast
team of Advisers with a diverse set of skills across different disciples with
hundreds of years of experience.
It is this experience that allows us to completely personalise your wealth
management advisory service, which while flexible to suit your needs,
maximises your outcomes through grounded judgment and advice.
WealthManagement
Advice
AccountingAdvice
AssetProtection
Advice
You and Your family
Accounting AdviceProviding the appropriate structure for your �nancial a�airs is the foundation of any good plan and allows outcomes to be optimised for protection and growth.
Asset Protection AdviceProtecting yourself, your family, and your business from risk is the next most vital step of any wealth management strategy.
Wealth Management AdviceBy identifying your current �nancial situation, ideal lifestyle priorities and retirement goals you receive the best advice to make the right decisions for your future.
Accounting ServicesPersonal & Business StructuringAccounting & Taxation ServicesBusiness AdvisorySuperannuationSuccession Planning
Asset Protection inc. Legal ServicesAsset Protection ReviewWills & Estate PlanningBinding Death Benefit NominationsGeneral Security AgreementsLoan, Shareholder & Buy/Sell Agreements
Life InsuranceIncome ProtectionTerm Life InsuranceTotal & Permanent Disablement InsuranceTrauma (Critical illness) CoverBusiness Buy/Sell & Keyman Insurance
Superannuation inc. SMSFRetirement Needs AnalysisSuperannuation ReviewSuperannuation ConsolidationCapital Preservation/Growth AnalysisContribution Strategies
Financial & Retirement PlanningRetirement Needs AnalysisCapital Preservation/Growth AnalysisTax Efficient StrategiesTransition to Retirement StrategiesPension EstablishmentIntergenerational PlanningSocial Security Analysis
Investment AdviceTailored Portfolio ReviewAsset Allocation AdvicePortfolio ConstructionInvestment Strategy incl. SMSFTerm Deposit & Cash Service
Lending & FinanceHome LoansInvestment LoansSMSF Property LendingBusiness Cash Flow LendingBusiness Working CapitalSuccession & Acquisition Funding
How we work
Prime Financial Group doesn’t take a product-
based approach, we are an Advisory Firm that
adds value for our clients and partners. We are
not tied to the ‘Big 4’ banks and as a result we
provide personalised advice in partnership with
your accountant that is transparent, flexible and is
in your best interests.
Our integrated 3 dimensional approach ensures
you have the right structure and strategies in place
to meet your financial objectives, and creates a
relationship for quality advice, trust, service and a
deep understanding of your situation.
As you can see, our Integrated Advice Model
brings together you, your Accountant and
Prime Financial Group to create a seamless and
complete service.
Beginning with your accountant, you set the
course for enhancing your financial future with
tailored wealth management and asset protection
advice. When together we have set your structure
and strategy, the strength of Prime Financial
Group in partnership with your accountant then
focuses on implementing and managing that plan
and your investments to make your goals a reality.
Our Services
Structure and strategy The benefit of partnering with your Accountant and Prime
Financial Group to create the foundations of a complete client
service is the ability to build a robust, achievable outcome
through structure and strategy. Paramount in this partnership
is and always will be protecting your existing wealth.
By reviewing your current asset position, identifying your
goals and needs you are able to set a strategy to achieve the
life and lifestyle you want for yourself and your family.
Our longevityHaving goals is an important consideration, however
having an experienced and capable team that can deliver
on your goals is essential. That is what we have been doing
since 1998 – helping a diverse range of clients meet their
wealth goals by advising and supporting them to achieve
and live the lifestyle they want to live.
Integrated and streamlinedHaving an efficient wealth management advisory process
eliminates inconsistency, duplication, and extra cost for
you. The end result is a fully integrated advisory process
that doesn’t run the risk of inconsistency, double-ups,
unnecessary expense and a chaotic ‘mix and match’ approach
that can see one part of your plan undermining other parts.
Complete solutionsPrime Financial Group’s integrated and streamlined
approach creates a complete offering of unified advice
and services.
A progressive communication platform
Total connection to your advice and investments that keeps you informed and allows you 24/7 access is very important. You are in control, so we have
created an extensive, effective and efficient communication network for you to use wherever and whenever you desire.
Face toFace
TextMessage
SocialMedia
Phone
Email Web
Video
Skype
You &Your family
Find out how Prime Financial Group can help you:Phone 1800 064 959 | Primefinancial.com.au | Prime Financial Group Ltd
Prime Financial Group LtdACN: 009 487 674
Head OfficeLevel 17, Como Office Tower 644 Chapel StreetPO Box 6105South Yarra VIC 3141
Tel 03 9827 6999 Fax 03 9827 9100
Client Services1800 064 959clientservices@primefinancial.com.au www.primefinancial.com.au
Prime Financial Group Ltd