Prime Financial Group Details

Prime Financial Group (Prime) is an integrated Accounting, Wealth Management and Capital advisory firm helping business owners, entrepreneurs and high-growth individuals realise their dream and build wealth. O...
Prime Financial Group (Prime) is an integrated Accounting, Wealth Management and Capital advisory firm helping business owners, entrepreneurs and high-growth individuals realise their dream and build wealth. 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 AdvisoryLike 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 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 ManagementWe 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
Employees
HQ
+61 1800 064 959
Location
Southbank, Victoria
Revenue
$10M

Technologies

Email Providers
Email Providers
Marketing Automation
Frameworks and Programming Languages

Employees

Senior Loan Officer
XPLAN & Operations Support
Private Client Adviser
Board Member
Private Client Adviser

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