John Ferlito —John got his house in order.
- Tax cleaned up
- Strong returns
- Maximised growth
Made it possible with
- Business accounting & tax
- Business structure review
- Personal financial planning
- Personal tax
- SMSF accounting, tax & auditing
- Family trust/company accounting & tax
- Tax cleaned up
- Strong returns
- Maximised growth
Made it possible with
- Business accounting & tax
- Business structure review
- Personal financial planning
- Personal tax
- SMSF accounting, tax & auditing
- Family trust/company accounting & tax
The challengeSpinning plates.
John Ferlito is a Chief Technology Officer, successful business owner and investor. In his world, the risks can be high—not only professionally, but personally. He needed the right partners to help him both protect his assets and maximise his growth.
The outcomeA house in order.
Working with Prime to manage his investment assets – despite the covid market crash, he was assured by a clear investment process and experienced management which allowed for sound investment outcomes during a turbulent period. “I’m freed up to focus on innovation,” John says.
The opportunityJoining the dots.
Prime brought together advisory, accounting, family wealth & SMSF services under one roof. But it didn’t stop there. Prime helped John go further, with proactive insights into new legislation, asset structuring and investment opportunities, supported by regular meetings.
John Ferlito
Our investments were diversified and balanced with sound advice to help us make the best of a difficult situation.
