Tony Paykel —Tony kept it in the family.
- Everything under one roof
- Real-time decision making
- A future after full-time
Made it possible with
- Personal financial planning
- Personal investment structure review
- SMSF accounting, tax & auditing
- Family trust/company accounting & tax
- Personal tax
- Everything under one roof
- Real-time decision making
- A future after full-time
Made it possible with
- Personal financial planning
- Personal investment structure review
- SMSF accounting, tax & auditing
- Family trust/company accounting & tax
- Personal tax
The challengeKnowledge gap.
Tony Paykel is an ad-land veteran of over 40 years with experience at both large global and local independent media agencies. Back in 1996, after he moved to Sydney from Melbourne with a young family and a busy corporate life, Tony needed help making the most of his finances and securing his family’s long-term future.
The outcomeA family affair.
“It’s a really personal and responsive service with Prime,” says Tony, “They had my best interests at heart.” Now, Tony’s kids are also using Prime for their accounting needs while Tony is able to look forward to the future. “In 2022, as my work transition evolves, I am glad to have Prime continuing in its role alongside me.”
The opportunityA one-stop-shop.
Tony engaged PrimeAdvisory, bringing all his financial needs under one roof to make his life easier. Beyond financial planning for family finances and super, Prime continually brought fresh ideas to keep Tony ahead of the wave—accompanying him when he founded Paykel Media in 1999, through to its sale in 2019.
Tony Paykel
There’s a sense of possibility – you feel conversations can always lead to any number of investment opportunities.
