Financial Planning

Prime Partners Financial Service Guide

Financial Independence allows you to determine how you live your life

The objectives of Prime Partners Financial Planning are:

Determining clear goals and outcomes

The most significant thing Prime Partners Financial Planning can do for a client is to help them identify and clarify their life goals. Working together, we can then determine the quantity and timing of the financial resources required to achieve your goals. Sometimes, individual investors can focus too much on making money without regard to the risks or the relevance to achieving their life goals. Clear goals and strategies, when combined with ongoing advice from Prime Partners, will help you to stay on track.

Developing strategies to achieve goals

Accumulating financial resources isn’t just a matter of regular saving. There are often more efficient and more targeted ways to achieve the outcomes required:
Privileged access to specialised investments through our adviser and investor network,
Using tax-efficient structures to own those investments,
Gearing to multiply the power of your investment return,
Identifying risk and targeting solutions

According to Benjamin Franklin, the only certainties in life are death and taxes. However, there is another certainty – that life is uncertain and change is constant. It is essential that you have a ‘Plan B’ to ensure that everything you worked for is not lost in a moment of misfortune or bad judgement.

Prime Partners understands this, and develops strategies to cope with changes in the markets, your life and family. Meet regularly with you to review and adapt your plan, your progress and your portfolio.

General Advice Warning

The information in this website has been prepared on a general advice basis only. The information has not been prepared to take into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial adviser before making investment decisions.

The advisers at Prime Partners Financial Planning Pty Ltd can provide financial services as Individual Authorised Representatives of Prime Partners Financial Advice (PPFA) Pty Ltd – ABN 50 158 705 358, an Australian Financial Service Licence holder (No 458993).

PPFA Head Office email:
ppfa@primepartners.com.au
PPFA Head Office:
(02) 9879 7005

Complaints email:
reception@primepartners.com.au

If you’ve had a bad experience with a product or service please lodge your complaint to the email address above.