Asset Management Industry | Financial Services Sector | Mr. Simon Madder B.Com., B.Comm CEO | CNSX Exchange | - ISIN |
AU Country | - Employees | - Last Dividend | - Last Split | - IPO Date |
Prime Financial Group Limited, incorporated in 1965, stands as a comprehensive service provider within the financial sector in Australia. Based in Southbank, Australia, it caters to a wide array of financial needs, including wealth management, self-managed superannuation funds (SMSF), accounting, business advisory, capital, and corporate advisory services. The company distinguishes itself through its broad service offerings and its focus on environmental, social, and governance (ESG) advisory, positioning itself as a leader in sustainable and forward-thinking financial services.
Prime Financial Group Limited delivers a comprehensive suite of accounting and business advisory services. This includes accounting and tax compliance, business growth advisory and strategy, outsourced CFO and accounting solutions, assistance with grants and R&D tax incentives, and advice on innovation and commercialization. These services are designed to support businesses in navigating the complexities of financial management and strategic planning.
The firm provides expert capital and corporate advisory services, including assistance with merger and acquisition transactions, capital raising activities, navigating debt and equity markets, and corporate development. These services aim to support businesses in strategic financial decisions, promoting growth and sustainable development.
For individuals and families, Prime Financial Group Limited offers wealth management services. This encompasses financial and retirement planning, superannuation advice, investment advice, life insurance, and access to wholesale investment opportunities. These services are tailored to help clients secure their financial future and achieve their investment goals.
The company provides specialised services for Self-Managed Superannuation Funds (SMSFs), offering advice and support for the management of these funds. This service allows clients to take control of their superannuation investments, with professional guidance to optimize their retirement savings.
Recognizing the growing importance of sustainability, Prime Financial Group Limited offers ESG advisory services. This includes developing ESG framework strategies, carbon reporting, impact and shared value strategy, behaviour change management, learning and development programs, and marketing, communications, and creative advisory services. These services are designed to help businesses integrate sustainable practices into their operations and strategy.
Through the Prime Connected platform, the company offers clients access to wholesale property investments. This platform facilitates exclusive investment opportunities in the property sector, aligning with clients' investment strategies and providing alternatives to traditional investment routes.