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Wealth Creation Advice & Management
Regardless of where you are currently in your personal or working life, there are plenty of opportunities available to create greater wealth and to free up further capital that will allow you to live more comfortably, both now and in the future. The expert team in our PrimeWealth Division work with you to get your financial affairs ontrack and achieving the desired outcomes.Your experience starts with a visit to our Sydney-based Chatswood office (or a Skype call if you're further afield) to review your financial situation ie. current position, key objectives and risk profile. We then develop a set of tailored strategies to allow you to comfortably achieve your goals.
Always at the forefront of the financial sector, we have been phasing in a fee-for-service model as we believe it's introduction will deliver even better outcomes for you. The new system offers you more choice and greater control over setting the service level you require to meet your objectives both now and into the future. In addition, by moving to a fee-for-service model, you can be absolutely sure (and we guarantee) the advice you receive is completely impartial and personally tailored to suit you. Now you only pay for the level of service you choose – rather than that dictated by the investment.
Book an appointment for a one hour complimentary wealth discovery meeting. We'll discuss whether your current strategy is ontrack to achieving your goals. Maybe you need to tweak a few things or begin or add in a new strategy. It's part of our commitment of getting to know you and building the beginnings of a great partnership.
To discuss your wealth requirements contact our PrimeWealth division or book an appointment.
Services available to you include:
- Wealth Creation
- Lifestyle planning
- Wealth Preservation strategies
- Cashflow and budgeting
- Retirement planning
- Risk protection and insurance
- Superannuation - individual and self managed funds (SMSFs)
- Portfolio management investment advice
- for business capital/funds
- family trusts
- personal
- SMSF'
- Wealth Distribution Strategies
DISCLAIMER: PrimeWealth is an authorised representative of Securitor Financial Group Ltd and provides financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice. Your Adviser may offer you services through PrimeWealth and ThePrimeAdvisoryGroup which are each separate businesses.
Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice provided by Guy Wall, Christian Borkowski, Kevin Bettman and Jason Lund.
| PrimeWealth Pty Ltd is a Corporate Authorised Representative and Corporate Credit Representative of Securitor Financial Group Ltd ABN 48 009 189 495 AFSL 240687 ACL 240687 275 Kent Street, Sydney NSW 2000 |
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