Our FirmYour Future

Helping clients protect assets and build wealth

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.

Prime at a glance

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