Company Profile
Prime Financial provides wealth management, corporate finance, self-managed superannuation fund (SMSF), accounting and business, and ESG advisory services in Australia. Its business is organized into two segments: Wealth, and Business.
The company offers accounting and business advisory services, such as accounting and tax compliance, business growth advisory and strategy, outsourced CFO and accounting, grants and R&D tax incentives, remuneration services, and innovation and commercialization advice
Capital and corporate advisory services comprising merger and acquisition transactions, valuation services, capital raising, debt equity markets, and corporate development Wealth management services, including financial and retirement planning, superannuation advice, investment advice, life insurance, and wholesale investment opportunities solutions.
Its portfolio also includes SMSF services, environmental, social, governance advisory, such as ESG framework strategy, carbon reporting, impact and shared value strategy, behaviour change management, learning and development, and marketing, communications, and creative advisory services. Additionally, it offers wholesale property investments through Prime Connected platform. Incorporated in 1965, Prime Financial is headquartered in Southbank, Australia.