Prime Story Final Page 1 of 8

Our FirmYour Future

Helping clients protect assets and build wealth

Prime Financial Group is an ASX Listed

Integrated Wealth Management Firm for

business owners and family groups. We

were founded in 1998 by accountants

and today that DNA continues through

our working relationship with you in

partnership with your accountant.

The reason is simple yet highly effective

- we believe that you are best served by

your accountant being your single place

for personalised financial advice - tailored

for your needs, goals and aspirations.

It all starts by providing and maintaining

protection to your current and ongoing

wealth. You’ve worked hard for what you

have and Prime Financial Group and your

Accountant will always put preservation

of your existing wealth first. We do

this by taking a prudent yet forward

looking approach to the management of

your wealth.

By working with accounting firms, we

ensure you have the right structure

and strategies in place from the very

beginning – key to meeting your financial

goals and objectives to secure your

financial future.

The Prime story One National team

With Prime Financial Group being a national firm,

you benefit from a vast team of Advisers with a

diverse set of skills across different disciples with

hundreds of years of experience.

It is this experience that allows us to completely

personalise your wealth management advisory

service, which while flexible to suit your needs,

maximises your outcomes through grounded

judgment and advice.

Prime at a glance How we work

Prime Financial Group doesn’t take

a product-based approach, we are

an Advisory Firm that adds value for

our clients and partners. We are not

tied to the ‘Big 4’ banks and as a result

we provide personalised advice in

partnership with your accountant that

is transparent, flexible and is in your

best interests.

Our integrated 3 dimensional approach

ensures you have the right structure

and strategies in place to meet your

financial objectives, and creates a

relationship for quality advice, trust,

service and a deep understanding of

your situation.

As you can see, our Integrated Advice

Model brings together you, your

Accountant and Prime Financial

Group to create a seamless and

complete service.

Beginning with your accountant, you

set the course for enhancing your

financial future with tailored wealth

management and asset protection

advice. When together we have set

your structure and strategy, the

strength of Prime Financial Group in

partnership with your accountant then

focuses on implementing and managing

that plan and your investments to

make your goals a reality.

WealthManagement

Advice

AccountingAdvice

AssetProtection

Advice

You and Your family

Accounting AdviceProviding the appropriate structure for your financial affairs is the foundation of any good plan and allows outcomes to be optimised for protection and growth.

Asset Protection AdviceProtecting yourself, your family, and your business from risk is the next most vital step of any wealth management strategy.

Wealth Management AdviceBy identifying your current financial situation, ideal lifestyle priorities and retirement goals you receive the best advice to make the right decisions for your future.

Accounting ServicesPersonal & Business StructuringAccounting & Taxation ServicesBusiness AdvisorySuperannuationSuccession Planning

Asset Protection inc. Legal ServicesAsset Protection ReviewWills & Estate PlanningBinding eath Benefit ominationsGeneral ecurity Agreements

oan, hareholder Buy ell Agreements

Life Insurancencome Protection

Term ife nsuranceTotal Permanent isablement nsuranceTrauma ritical illness overBusiness Buy ell eyman nsurance

Superannuation inc. SMSFetirement eeds Analysis

Superannuation Reviewuperannuation onsolidationapital Preservation Growth Analysisontribution trategies

Financial & Retirement Planningetirement eeds Analysisapital Preservation Growth Analysis

Tax fficient trategiesTransition to etirement trategiesPension stablishmentIntergenerational PlanningSocial Security Analysis

Investment AdviceTailored Portfolio eviewAsset Allocation AdvicePortfolio onstructionnvestment trategy incl. F

Term eposit ash ervice

Lending & FinanceHome oansnvestment oans

F Property endingBusiness ash Flow endingBusiness Working apital

uccession Ac uisition Funding

A progressive communication platform

Total connection to your advice and investments that keeps you informed and allows you 24/7 access is very important.

You are in control, so we have created an extensive, effective and efficient communication network for you to use

wherever and whenever you desire.

Structure and strategy The benefit of partnering with your Accountant and Prime

Financial Group to create the foundations of a complete

client service is the ability to build a robust, achievable

outcome through structure and strategy. Paramount

in this partnership is and always will be protecting your

existing wealth.

By reviewing your current asset position, identifying your

goals and needs you are able to set a strategy to achieve

the life and lifestyle you want for yourself and your family.

Our longevityHaving goals is an important consideration, however

having an experienced and capable team that can deliver

on your goals is essential. That is what we have been

doing since 1998 – helping a diverse range of clients

meet their wealth goals by advising and supporting them

to achieve and live the lifestyle they want to live.

Integrated and streamlinedHaving an efficient wealth management advisory

process eliminates inconsistency, duplication, and extra

cost for you. The end result is a fully integrated advisory

process that doesn’t run the risk of inconsistency,

double-ups, unnecessary expense and a chaotic ‘mix

and match’ approach that can see one part of your plan

undermining other parts.

Complete solutions Prime Financial Group’s integrated and streamlined

approach creates a complete offering of unified advice

and services.

Find out how Prime Financial Group can help you:Phone 1800 064 959 Primefinancial.com.au

Prime Financial Group Ltd

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You &Your family

Prime Financial Group LtdACN: 009 487 674

Head OfficeLevel 17, Como Office Tower 644 Chapel StreetPO Box 6105South Yarra VIC 3141

Tel 03 9827 6999 Fax 03 9827 9100

Client Services1800 064 959clientservices@primefinancial.com.au www.primefinancial.com.au

Prime Financial Group Ltd