Smarter ways to financial success.
Tailored advice across financial planning, super, investing, lending and insurance, from a team that stays with you as life changes.
- Licensed advice, AFSL 458993
- Self-managed super specialists
- 75+ years of combined experience
Our approach
Advice for every stage of life.
No two clients are the same. Whether you are building wealth, raising a family or planning your retirement, we customise our advice to your circumstances and draw on decades of experience to make meaningful differences to your financial outcomes.
Meet the team behind the advice
Our services
How we can help.
Depending on your situation and needs, we offer a range of services to help you meet your financial objectives.
Financial Planning
A realistic plan for your definition of success, with an adviser keeping you accountable.
Superannuation
Make the most of your super, from contributions and investment choices to retirement income.
Self-Managed Super
SMSF specialists, from deciding if one suits you to set-up, reporting and lodgements.
Investing
Investment strategies built around your goals, your timeframe and your comfort with risk.
Lending
Broker relationships for the right rates, the right mix and a tax-efficient structure.
Insurance
Personal insurance that protects your income, your family and your lifestyle.
How we work
A clear path from A to B.
With a plan to get from A to B, you are far more likely to get there, especially with an experienced professional on your side keeping you accountable.
Listen
It starts with a free first meeting to discuss your situation, your goals and what you need from us.
Plan
We build a realistic strategy that reduces risk where possible, coordinated with your accountant and other professionals.
Act
We put your plan into action, smoothly and carefully.
Review
Regular contact keeps your plan on track as your life, the markets and the rules change.
Our staff
Meet the people behind your plan.
A close-knit team that believes in strong long-term relationships and regular contact, so your advice always reflects where you are now.
We have worked with Steve and his team for over 10 years now. I am delighted with their service. It is very refreshing to work with a financial advisor who is truly interested in their client’s needs.
We initially contracted Prime Partners Financial Planning to assist us with our personal investments, but we soon realised that Prime Partners provide much more than investment advice.
The comprehensive and proactive financial advice we now receive through our relationship with Prime Partners provides us with the assurance that our financial future is in good hands.
Contact us
Let’s talk about what success means to you.
Every client has unique financial circumstances and individual lifestyle goals. Our services are customised to your requirements, and it starts with a conversation.
We’ll discuss your situation, your goals and what you need from us, at no charge.
- Call us(02) 9879 7005
- Emailreception@primepartnersfp.com.au
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Working hoursMonday to Friday, 9am to 5pm