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.

1. Acomprehensiveinvestmentstrategy
andstrongassetallocationcanassistwith
maximizingthebenefitsandminimizingthe
riskacrossyourportfolioasapartofachieving
yourindividualgoalsandobjectives.
Supportedbyourdedicatedresearch
team,wefocusoncommunicatingmarket
developmentsandinvestmentopportunities
toourclientsinatimelymanneraspartofour
OngoingServiceOfferings.
Ourserviceoptionsaretailoredtoincorporate
bothself-directedservicealternativesand
fulladvisorysolutions,givingyouthechoice
ofapproachtobuildaninvestmentand
serviceofferingthatfitsyourprofilewhilestill
achievingyourfinancialgoals.
Theseservicesaredesignedtoassistwith
developing,managing,andreviewingyour
portfolioindividuallyandincollaborationwith
yourFinancialAdvisoryTeam.Ourservices
arecustomisabletosuityourparticulargoals,
objectivesandtimeframe.
Our3serviceoptionsoffervaryinglevelsof
personalisedexpertadvicetoensurethatyou
havetherightstrategyandresourcestomake
yourinvestmentgoalsareality.
Prime Financial
Ongoing 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

2. Find out how Prime Financial Group can help you:
Phone 1800 064 959 | Primefinancial.com.au |
A progressive communication platform
Total 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 to
Face
Text
Message
Social
Media
Phone
Email Web
Video
Skype
You &
Your family