Prime Financial Group

Prime Financial Group Ltd (Prime) is an ASX listed wealth management group operating across

· Financial Planning;
· Investment Advice;
· Asset Protection & Life Insurance;
· Self Managed Superannuation; and,
· Accounting Services.

We are a Wealth Management Group managing over $1.0B of client assets, with a primary goal to advise clients how to ‘Build Wealth & Protect Assets’.

A unique part of Prime’s service is our ability to deliver ‘Integrated Wealth Management’ to clients which combines both Financial Services & Accounting Services as part of one integrated Wealth Management strategy. This service is delivered via a ‘Team of Specialists’ approach and an ‘Investment Advisory’ offering, which is independent from product providers.

Prime specialises in Financial & Retirement Planning, Self Managed Superannuation, Asset Protection & Life Insurance, and a direct equity and security investment process. We eliminate unnecessary intermediaries and layers of fees often charged to clients, preferring to deliver clients a totally integrated service.

Our wealth management service is popular with clients that favour a direct, transparent and engaging advisory service.

Prime’s operations are focussed in Victoria, New South Wales, Western Australia and Queensland. Our dedicated team of staff, directly in Prime and through our investees, numbers in excess of 200.

Prime will build upon existing key operational activities, deliver further value added services and grow our “integrated wealth management” services to clients.

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