Our services

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Wealth planning.

Protect your legacy. Planning that safeguards your assets while giving everyone peace of mind.

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Employee share schemes.

Make the most of work. Whether you’re with a start-up or large public company—minimise tax and amplify your financial leverage.

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Tax & structures.

Know the possibilities. Family trusts and bucket companies to defer and minimise tax while protecting your assets.

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Investment portfolios.

Make smart decisions. Strategy to maximise your investments and accumulate wealth.

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Retirement & super.

Get clarity. Advice on where your money will work hardest to set you up for the long-term.

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Aged Care.

Ensure family members access the necessary care, support, and asset protection advice through a difficult time.

All financials OnTrack.

Take control of your financial life from wealth creation to SMSF and from retirement to estate planning.

Powerful strategy.

Achieve your lifestyle goals and make your dreams a reality with proven strategies and a solid financial plan.

It’s possible with Prime.

Gain peace of mind and make strides towards a brighter future with a team of trusted experts by your side.

PrimeAdvisory It’s yes to more.

At Prime we’re empowered to make change with no ceiling on growth for us or our clients.

Harrison Cockburn
Head of Operations

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Business
OnTrack

  • Business advice & planning.
  • Business tax & structures.
  • Cloud accounting & reporting.
  • Growth & profit improvement.
  • OnTrack meetings.
  • Getting sale ready.

Tax & Accounting
OnTrack

  • Business tax & accounting.
  • Investment entity tax.
  • SMSF tax & audit.
  • Personal tax.
  • Tax planning.
  • Tax structuring.

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Let’s talk possibilities.

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