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-the minute 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 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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The 2021-22 Federal Budget is a balancing act between a better than anticipated deficit ($106 bn), an impending election, and the need to invest in the long term. It is also a human budget, with $17.7 billion dedicated to aged care, more money in the pockets of low-income earners
Read MoreThe end of the financial year will soon be upon us, with 30 June 2021 just around the corner. The months of May and June are the time to review & analyse ways to reduce your 2021 taxes based on your current income & expenses from July last year until now. We recommend all our clients conside
Read MoreWe get asked many times every week “should I repay debt or contribute to super with my excess funds?” The answer is of course very personal and many factors need to be considered when reviewing these two options. These are a few things to consider when choosing either your super or your mortg
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 
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