FINANCIALLY ONTRACK™

Feel confident about the future knowing your finances are under control.

FINANCIALLY ONTRACK

At PrimeWealth, we’re passionate about working with you to ensure you’re on track to meet your financial goals
and objectives.

Whatever your life stage, having a personal financial strategy gives you peace of mind. It means you’re more
likely to achieve your financial goals and enjoy the lifestyle you aspire to – both now and into the future.

Our Financially Ontrack™ program is designed to help you make smart decisions about your money and financial
future. We’ll work with you to understand:

  • your current financial position
  • your goals and objectives – today and in the future
  • the most appropriate strategies to help you meet those aspirations
SORTING YOUR FINANCIAL LIFE

Our experienced financial advisors can work with you to create a holistic personal strategy focused on achieving
your specific financial goals. This might include:

  • growing your superannuation
  • paying off y our mortgage faster
  • minimising your tax bill
  • planning for your retirement
  • checking that you’re insured appropriately
  • ensuring that your estate planning is in order
STAY ON TRACK WITH ONGOING SUPPORT AND GUIDANCE

Your goals and objectives will change as you move through your financial journey, so it’s important that your
financial strategy changes with you.
Our Financially Ontrack™ program includes regular sessions with your advisor where you’ll meet to discuss your
progress towards your goals and objectives, and refresh your financial strategy where required.
We’ll get you 100% comfortable.

MAKE SURE TO COMPLETE OUR 5 MIN HEALTH CHECK.

These short questionnaires will provide us with valuable information
to help make the initial meeting as productive as possible. Complete Here.

Contact us to speak to a financial advisor about how we can work
with you to ensure you’re set up to meet your financial aspirations.

PrimeWealth advisors are authorised representatives of Paragem Pty Ltd
PrimeWealth Pty Ltd is a Corporate Authorised Representative of Paragem Pty Ltd ABN 16 108 571 875 AFSL