Financial planning isn’t just a great tool for building your wealth. Anticipating and planning for pitfalls helps you avoid financial hardship when the unexpected happens.
DurationFinancial planning isn’t just a great tool for building your wealth. Anticipating and planning for pitfalls helps you avoid financial hardship when the unexpected happens.
Our team of experts will keep you fully informed of your financial position to give you the peace of mind to focus on achieving your life goals.
We’ll help you define and execute your financial goals by:
Understanding where you are now
Understanding where you want to be at various stages of your life
Focusing on capital preservation and growth for faster wealth accumulation
Tapping into reliable passive income
Reducing expenses through efficient tax structures
Managing budget and cash flow without stress
Reducing debt
Investing your surplus funds strategically
Monitoring progress and adjusting where necessary
Staying ahead of changing legislation
Get the financial planning and strategic advice you need from a dedicated and expert advisory team.
Our motto is to aspire, innovate and grow – and it’s that philosophy which has made our firm what it is today.
At Prime, we’ve brought together Accounting & Business Advisory, Wealth Management, Self Managed Super Funds (SMSF) and Capital & Corporate Advisory services, so that our clients receive a complete solution under one roof. From one national team supporting your personal and business needs.
Consolidated financial statements assist people to make informed economic decisions. When investors buy the shares of a parent company, they may buy into a group of companies.
During the course, participants complete hands-on case studies based on the processes used on a day-to-day basis in financial planning for example, what is the working process of providing financial planning service to a client, what documents needed to be done.
This course has the same content as FAC (Financial Analysis Certificate, using Excel) and leads to the same well-regarded qualification. The first part of FAC is a fast-paced comprehensive set of tools to tap into the full power of Excel.
This workshop will provide you with the analytical tools and frameworks to understand an organisation’s performance and underlying health.
On completion of this course, individuals will gain an understanding of profit, cashflow and other major accounting issues.
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