Our Services

Financial & Retirement Planning - Investment Advice - Life Insurance - Asset Protection inc. Legal Services - Superannuation incl. SMSF - Lending & Finance

Find out more about our

Client Investment Philosophy

Prime for Accountants

“Prime invests real capital, keeping you in control and supporting your vision whilst delivering insight and expertise including wealth management for a complete client service”

For more info contact Tim Bennett
03 9827 6999
  • Premier Partner to Accountants

    Prime is the Premier Partner to Accounting Firms for Growth, Succession and Integrated Wealth Management

  • Dedicated and engaged investment partner

    Whether for growth, succession or future proofing, Prime is a ground breaker in accounting equity partnerships that ensure sustainable profits and futures for all owners

  • Wealth management joint venture specialists

    In partnership, Prime facilitates internal service delivery of complementary wealth management services to ensure a well-rounded complete client experience for existing accounting clients.

  • Accounting practice client engagement

    Innovative accounting firms can benefit from Prime’s industry-leading client engagement model, delivering business relationships that verify trusted advisor status.

WHITE PAPER: The Power of Insight



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