PrimeAdvisory

How we do things.

Making more possible.

How our team of pros help you say ‘yes’ to more—without taking any unnecessary risks.

  • Specialist Advice
  • Tailored Solutions
  • Relationship Focused
Possible starts here
Prime Advisory Angus Rodgers play button

Our Approach.

  • Clear on the Numbers Icon
  • Make Sense of the Numbers Icon
  • Agree on the Plan Icon
  • Keep you on Track Icon
  • 1.

    On the same page.

    First, ensure that we understand your goals and objectives, and how we can work together to help you achieve them.

  • 2.

    Clear on the numbers.

    Knowing your numbers is critical. We’ll gather your financial information, establish it’s accuracy, and ask the right questions to ensure we fully understand your current position.

  • 3.

    Make sense of the numbers.

    The numbers are a result of your past decisions and the basis of your future opportunities. Interpreting the numbers allows us to develop the strategies that will get you to where you want to be.

  • 4.

    Agree on the plan.

    We’ll explain potential opportunities and strategies, commit to a course of action, and agree areas of focus for the short, medium and long term.

  • 5.

    Keep you on track.

    We’ll check in with you regularly to see how you’re tracking towards your goals, and tweak your strategy accordingly.

Our stories.

Let’s talk possibilities.

We're relationship builders—so you never feel alone. Let's make more possible, together.

HH: New Subscriber Forms

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

    © PrimeAdvisoryDisclaimer & Privacy Policy

    Financial Services Guide
    Liability limited by a scheme approved under Professional Standards Legislation.
    PrimeWealth Pty Ltd   ABN 81 127 580 858, Corporate Authorised Representative (ASIC 318155) and its advisers are Authorised Representatives of Paragem Pty Ltd.   ABN 16 108 571 875   Australian Financial Services Licence 297276

    Important Notice: Financial Scams on the Rise. Don’t be fooled by fake emails or calls. Find out how to spot the signs.

    OK
    X

    Make more possible.

    • Personal Wealth OnTrack
      • Wealth planning.
      • Employee share schemes.
      • Tax & structures.
      • Investment portfolios.
      • Retirement & superannuation.
    • 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.

    Own a business?

    Take our 3-minute Business Owner Health Check

    Let’s get started