Financial Services - Chapel Street North, VIC, AU
Chairman of the Investment Committee | Director | Private Client Adviser
R&D Tax & Government Grants Expert, Virtual CFO, Company Secretary
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
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Prime Financial Group Ltd: Your Partner for Integrated Accounting, Wealth Management, and Capital Advisory Services Located in the heart of Melbourne, Prime Financial Group Ltd is a leading financial services firm that offers a comprehensive suite of services to help business owners, entrepreneurs, and high-growth individuals achieve their financial goals. With a team of experienced professionals, Prime Financial Group provides tailored advice and solutions in accounting, wealth management, and capital advisory, all under one roof. At Prime Financial Group, they understand that every client's financial journey is unique, and that's why they offer a personalized approach to financial planning. Their team of experts will work closely with you to understand your goals and aspirations, and develop a customized plan that suits your needs. Whether you're looking to grow your wealth, protect your assets, or plan for your future, Prime Financial Group has got you covered. Their services are designed to help clients at every stage of their financial journey, from inception to succession, sale or merger. They offer a range of services, including accounting and business advisory, wealth management, and capital advisory. Their team of experts will help you navigate the complex world of finance, and provide you with the tools and resources you need to achieve your financial goals. At Prime Financial Group, they believe in a collaborative approach to financial planning. That's why they offer a single team that supports your personal and business needs. Their team of experts will work together to ensure that you receive complete accounting, wealth management, and capital advice, either directly from Prime or through their partner firms. If you're looking for a financial services firm that can help you achieve your financial goals, look no further than Prime Financial Group Ltd. With their team of experienced professionals, comprehensive suite of services, and personalized approach to financial planning, they are the perfect partner for anyone looking to build wealth and secure their financial future.
Prime Financial Group is a company that helps business owners and individuals manage their money and achieve their financial goals. They offer a range of services, including accounting, wealth management, and advice on raising capital (money) for businesses. Their focus is on helping clients build wealth and protect their assets, and they have a team of experts who work together to support clients' personal and business needs. They offer a unique approach that aims to provide complete financial advice and support, either directly or through their partner companies. Their accounting services help businesses at all stages of their development, from starting up to growing and becoming more valuable. They also provide wealth management services that help clients protect and grow their wealth, using a three-part approach that includes accounting advice, asset protection advice, and wealth management advice. Their corporate and capital advisory services help businesses with funding options and developing their growth strategies. They aim to provide outcomes that align with and support their clients' wealth management and accounting strategies. Overall, Prime Financial Group is a professional and comprehensive financial services company that aims to help clients achieve their financial dreams and build a secure financial future.