PrimeAccounting, PrimeWealth, PrmeAudit, ThePrimeAdvisoryGroup, Chatswood, NSW, Australia

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Wealth Creation, Advice & Management

Regardless of your age and life stage, the financial experts in our PrimeWealth division can offer you strategies to maximise your wealth, to create sound investments and even the potential to free up your capital, allowing you to enjoy a more comfortable lifestyle now and into the future.

Working closely with you, we will design an investment strategy built around your goals and risk profile, via a solid plan of wealth creation targeting achievable (and measurable) financial goals.

The PrimeWealth team of Certified Financial Planners is made up of industry leaders, degree qualified, with over 30 years experience. They are perfectly placed to guide you towards a strong financial future, with the flexibility and knowledge base to offer you the latest products, market information and solutions crafted to your situation and requirements.

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. We want to be totally transparent and 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.

Why not make an appointment for a one hour complimentary 'wealth discovery' meeting with one of our financial planners. We'll discuss whether your current financial 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 and investment requirements contact our PrimeWealth division or book an appointment.

Services available to you include:

Wealth Creation planning
Superannuation - individual and self managed funds (SMSFs)
Investment strategy and implementation
Wealth Preservation strategies
Cashflow and budgeting
Retirement planning
Risk protection and insurance
Portfolio management investment advice
- for business capital/funds
- family trusts
- personal
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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