We partner with you to understand your personal and financial objectives and create a comprehensive strategy to help you meet these goals.
From accounting and business advisory to wealth and financial services – we’ve got all areas of your finances covered.
We’re here to support you throughout your financial journey, acting as trusted advisors who truly understand what makes you tick.
We use cloud based technology to provide you with up-to-theminute information to support informed decision making anytime, anywhere.
At PrimeAdvisory, we take the time to really get
to know you. Our skilled team of business
advisors, chartered accountants, SMSF experts,
and financial, lending and risk advisors are here
to support you to achieve your financial and
lifestyle aspirations.
We’re passionate about building rewarding long
term relationships with our clients and their
families. Once we have a shared understanding
of your goals and a tailored strategy and plan in
place, we work alongside you, checking in
regularly to keep you on track.
At PrimeAdvisory, we’re here to partner with
you throughout your financial journey.
Comprehensive strategies, tailored just for you.
Innovative guidance from specialist advisors.
Transparent fees – you’ll know the total cost upfront.
Partnering with you to achieve financial success.
We offer a comprehensive range of advisory services for businesses and individuals seeking to take control of their financial lives. Our unique
Ontrack programs combine specialist advice and real time reporting to deliver tailored financial strategies that help you to meet your goals.
Learn more about how we work with you as we partner with you throughout your financial journey.
Click below for more information about our Business Ontrack, Financially Ontrack, Lending Ontrack and SMSF Ontrack services.
PrimeAdvisory’s team of specialists is with you all the way on your financial journey.
From business advisory and accounting to financial planning and wealth creation,
we provide expert advice to help you to reach your financial and lifestyle goals.
As the CEO and one of the founding Directors, I continually enjoy the opportunity to work
with my fellow directors in shaping where we are heading as a business, what we stand
for, and who we will serve. In fairness, it is an honour and a privilege to be in such a
trusted position, to provide advisory services to our clients that help them create wealth,
protect and keep that wealth, and at all times remain compliant with any obligations
imposed by the various regulatory bodies. The provision of such services is a significant
responsibility and it is a challenge that we relish!
I have been advising clients on how to keep their finances on track since 1996. It’s a big responsibility and one that I embrace. I enjoy it – it’s all about making sure I understand where a client is today, where they’d love to get to in the future, and then across each year tracking that they are on track to achieve their goals. While we appreciate that each person’s goals and objectives are different, we do see a common thread across all clients: Everyone feels great when they set and achieve their financial goals. It’s a brilliant feeling.
I, personally, am an avid goal setter and ‘box ticker’. One of my long standing goals is to build a business that helps clients and their families succeed financially. It makes such a difference in all aspects of their lives when their finances are healthy and under control.
I still love what I do, 25 years on – and why wouldn’t I? Helping clients to realise their financial and lifestyle goals is incredibly rewarding. Over the 25 years, I’ve had the privilege of working with many wonderful clients across their various life stages. At the end of the day my role is to help clients make smart decisions about their money. I have seen the clients who started with me all those years ago prosper financially and today their children are also our clients. My philosophy is to put myself in their shoes and guide them securely along the path to financial security.
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At PrimeAdvisory we’ve worked out that failing to plan usually means planning to fail. For years now we’ve diligently set aside time to create a business plan each year, which is then supported by smaller 90 day plans called Read More
The end of the financial year is the cue for most of us to look at our financial position heading into tax time. Hopefully you’ve made progress towards your goals. But if you find that your expenses are trending higher than you’d like or—shock, horror!—higher than your income, this could
Read More
Another financial year is about to finish! As a business owner, there are many obligations that you need to consider and action just before and after 30 June. Some of these will help to minimise your tax. Others will reduce your exposure to an ATO tax audit. We have outlined these action po
Read MoreLooking for a team who can partner with you
throughout your financial journey? We’d love to speak
with you about how we can support you to get – and
keep – your financial life on track. Find Parking
Level 11, 815 Pacific Highway Chatswood, NSW 2067 
PO Box 1134 Chatswood, NSW 2057 
+61 (02) 9415 1511 
+61 (02) 9411 3833 
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