A comprehensive investment strategy

and strong asset allocation can assist with

maximizing the benefits and minimizing the

risk across your portfolio as a part of achieving

your individual goals and objectives.

Supported by our dedicated research

team, we focus on communicating market

developments and investment opportunities

to our clients in a timely manner as part of our

Ongoing Service Offerings.

Our service options are tailored to incorporate

both self-directed service alternatives and

full advisory solutions, giving you the choice

of approach to build an investment and

service offering that fits your profile while still

achieving your financial goals.

These services are designed to assist with

developing, managing, and reviewing your

portfolio individually and in collaboration with

your Financial Advisory Team. Our services

are customisable to suit your particular goals,

objectives and timeframe.

Our 3 service options offer varying levels of

personalised expert advice to ensure that you

have the right strategy and resources to make

your investment goals a reality.

 

Prime FinancialOngoing Service Offerings

Contact your accountant or financial advisor to discuss how Prime Financial Group can help you:

Phone 1800 064 959 | Primefinancial.com.au |

“I like doing my own research, making

my own investment decisions and

seeking out opportunities. It would be

great to have access to new ideas and

intelligence, but ultimately it’s my future

and I enjoy taking responsibility for

those decisions. Having said all that, I

don’t want to do all the administration

for my portfolio. I’d like one central

point of contact to coordinate the

implementation of my investment

decisions, technology that keeps me

completely connected and a team

that will work with my accountant for

seamless reporting and compliance.”

“I really like following investment

markets. I have my own ideas but

recognise that I need advice and value

the input of investment advisory

professionals. I want to be actively

involved in the decision making when

talking about my future, but I’d like

ongoing advice, engagement and an

overall review of my progress against

my plan from a professional. I would like

access to people and technology that

will keep me completely connected,

and will work with my accountant for

seamless reporting, compliance and

integrated service.”

“I know I need advice but I don’t really

understand enough to set my own plan

for the future and would like someone

to actively manage this on an ongoing

basis. I don’t need to be involved in

every investment decision and would

prefer trusted advisors to manage my

portfolio on my behalf. I am happy with

a periodic update on progress, but

would take comfort having access to

people and technology that will keep me

completely connected and will work with

my accountant for seamless reporting,

compliance and integrated service.”

Self Directed Investor Service Directed Advisory Service Complete Advisory Service

Prime Service Offering

Self directed Collaborative Full advice

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

A progressive communication platformTotal 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.

Face toFace

TextMessage

SocialMedia

Phone

Email Web

Video

Skype

You &Your family