Three business owners came together, each with a similar vision.
They enjoyed working in partnership with clients and they wanted to offer services in their areas of expertise:
- accounting, taxation & auditing
- self managed superannuation
- wealth creation & online portfolio management
- lending & insurances
- business coaching
and in doing so offer clients everything they would need to keep their personal and business financial affairs on track. Primewealth opened its doors in 2007.
As time moved along, it became apparent that a name change was needed to truly reflect their business. "Something that would bring us all together". We developed a client survey to establish what our clients felt we did best and the majority stated it was "providing sound advice that's easy to understand and implement".
Our new name was based on that feedback and wholeheartedly approved by clients and team, ThePrimeAdvisoryGroup was born on May 2011.
We are still the same group of people that have always loved helping keep our clients ontrack to achieving their financial goals. Like any great product, the job is never over but always a work in progress. We will forever be working on developing our business, improving our service delivery and bettering our knowledge to best serve our clients but the essence of who we are will always be the same.
ThePrimeAdvisoryGroup is a staff of 23 highly capable individuals, with experts and knowledgeable members in all divisions.
