Our Services

Financial & Retirement Planning - Investment Advice - Life Insurance - Asset Protection inc. Legal Services - Superannuation incl. SMSF - Lending & Finance

Prime for Accountants

“Prime invests real capital, keeping you in control and supporting your vision whilst delivering insight and expertise including wealth management for a complete client service”
 







For more info contact Tim Bennett
03 9827 6999
  • Premier Partner to Accountants

    Prime is the Premier Partner to Accounting Firms for Growth, Succession and Integrated Wealth Management

  • Dedicated and engaged investment partner

    Whether for growth, succession or future proofing, Prime is a ground breaker in accounting equity partnerships that ensure sustainable profits and futures for all owners

  • Wealth management joint venture specialists

    In partnership, Prime facilitates internal service delivery of complementary wealth management services to ensure a well-rounded complete client experience for existing accounting clients.

  • Accounting practice client engagement

    Innovative accounting firms can benefit from Prime’s industry-leading client engagement model, delivering business relationships that verify trusted advisor status.

Some stats


  • IMPROVES the integrated service Accounting Firms provide their clients


  • of Directors/Partners ARE DISSATISFIED with the performance of their firm


  • of practices have the CONFIDENCE to sell a new service


  • DO NOT have a documented client contact program

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