Prime Financial Group

About

Prime Financial Group (Prime) is an integrated Accounting, Wealth Management and Capital advisory firm for Business Owners and Family Groups.

Story

Prime Financial Group (Prime) is an integrated Accounting, Wealth Management and Capital advisory firm for Business Owners and Family Groups.

Our single focus is on you; working with your goals and aspirations, to secure your financial future. Helping you protect your assets and build your wealth.

Prime’s philosophy, much like many of our clients, is to aspire to create something special, to innovate, to grow, and go beyond the ordinary. Prime offers a unique services approach that means you benefit from one team supporting your personal and or business needs.

Prime’s goal is for clients to receive complete Accounting, Wealth Management & Capital Advice, either direct from Prime or one of our partner firms.

What do we do?

Accounting & Business Advisory
Like people, businesses have a natural life cycle, from inception, to start up to commercialisation, to increasing market value and hopefully, successful exit via succession, sale or merger. We work with Small-Medium Enterprises and public companies alike through all these phases to ensure sustainable growth, appropriate tax structuring, cashflow accumulation and increased enterprise value are achieved for shareholders and stakeholders alike.

Wealth Management
We help wealth management clients Protect their Assets and Build their Wealth with our unique 3 Dimensional Approach, ACCOUNTING ADVICE, ASSET PROTECTION ADVICE and WEALTH MANAGEMENT ADVICE.
We believe that you are best served by your adviser and accountant being your single place for personalised financial advice – tailored for your needs, goals and aspirations.

Capital
Our Corporate & Capital Advisory solutions incorporate the establishment, growth and development of businesses, including funding options. We have an unparalleled focus on corporate and capital outcomes which align with and complement our clients wealth management and accounting strategies.

LEARN MORE: www.primefinancial.com.au

Mission

Our belief is that clients are best served by receiving Accounting and Wealth Management advice (with the Accountant central to this) as part of one complete ‘Integrated’ service.

We deliver a 3 Dimensional Approach to help clients lead the life and lifestyle they want with an integrated Accounting, Asset Protection and Wealth Management Advisory Service.

Our aim is to be the premier partner to Accountants for growth, succession and integrated wealth management.

Products

Prime Connect for Clients:

Accounting & Business Advisory
Wealth Management
Capital

"At Prime, we've brought together wealth management, corporate finance, accounting & business advisory, SMSF and ESG advisory services under one roof; to provide you with an integrated solution to all your financial needs. We take your aspirations and apply innovative thinking to grow your wealth, creating a positive lasting impact."