Prime Financial Group

Planning greener events isn’t just a trend—it’s a responsibility. Our COO, Natalie Simmons, highlighted this while presenting at the PCOA Council 2024 alongside Adam Spencer, Anthony Laye, Robin Mack, Penelope Ryan, and Anthony Ryan at #TheStarBrisbane. From meaningful experiences to impactful outcomes, businesses have the power to drive change. Contact us to learn how we can help you integrate ESG principles into your business, deliver required carbon reporting and create impact: https://lnkd.in/eBkegcTS. #ProfitWithPurpose #ESG #CarbonReporting #NetZero

Parenthood shifts your focus - especially financially. This article from The Australian Financial Review offers smart strategies for investing in your child’s future. At Prime Financial Group, we help families plan ahead with tailored wealth strategies. Our advisors can help set up and manage investments to meet your child’s short and long-term financial needs. Ready to secure your family's financial future? Reach out to us today: https://lnkd.in/gYZX6Qnb. #FinancialPlanning #InvestingForKids #FamilyWealth #IntergenerationalWealth #WealthManagement #FinancialAdvice

We are proud to have acted for Road Safe Traffic Management Limited and ProTraffic in their sale to Australia & New Zealand's largest traffic management operator, Altus Traffic Australia. Thank you, Logan Dawson and Kurt Allan, for entrusting us to lead the sale. It was a pleasure working with Gary Berger, Justin Goucher, Sophie Nola at Novo Capital, Ben Marsonet at Altus Traffic Australia, and Matthew Robinson, Duncan Orr and Julia Schoenheimer at Pacific Equity Partners on the transaction. Thank you to our other advisors, Aaron Pickett, Alex Stone and Lucian Nightingale at Lane Neave, Tim Coughlan and Kelly Coughlan at BDO and Gareth Yaxley, CPA, MInstD at Traktion. We look forward to watching both businesses continue to thrive under Altus Traffic Australia's ownership. #BusinessAdvisory #CorporateTransactions #MergersAndAcquisitions #TrafficManagement #Teamwork #Partnerships #BusinessGrowth

We recently partnered with Altor Capital to host events across Australia, spotlighting the exciting opportunities within the growing intersection of sports, entertainment, and alternative investments. With insights shared from our Partner, Rhys Lenarduzzi, Altor Capital's CIO, Benjamin Harrison, and Pickstar's Co-founder, Matthew Pavlich, our clients delved into how these emerging sectors are shaping the future of investment strategies. We are committed to providing innovative investment opportunities that go beyond traditional markets. By exploring emerging sectors like sports and entertainment, we empower our clients to diversify their portfolios and unlock long-term value. If you’d like to learn more about these unique opportunities, contact our team today: https://lnkd.in/eBkegcTS. #AlternativeInvestments #SportsAndEntertainment #InvestmentStrategies #PortfolioDiversification #EmergingMarkets #InnovativeInvesting #FinancialGrowth #WealthManagement #InvestmentOpportunities Tim Bennett Jason Shepherd GAICD Harley Dalton Emmanuel Vergara Nicola Lambie Gina McIntosh Natalie Simmons Matthew Smith Jason D.

We welcome Jason D. to join our Accounting & Business Advisory division as a new Director. Jason is a Chartered Accountant (CA) and a Certified Advisory Board Chair with 30 years of experience across the Big Four firms and in key commercial roles. He has worked with some of Australia’s best-known privately owned businesses and their owners across various areas, including M&A deals, business & financial planning, budgeting and reporting, systems, process and operational improvement. We are thrilled to have him on board to help drive value and growth for our clients. #Leadership #Growth #BusinessAdvisory #Accounting #Annoucement

We hosted another exclusive client dinner in Sydney last week, diving into the dynamic world of commercial real estate investing. Tailored for our wholesale clients, the evening was again filled with engaging discussions, valuable insights, and a shared passion for exploring alternative investment opportunities. A big thank you to everyone who joined us. It’s always a privilege to connect, collaborate, and empower our clients with growth strategies. We’re excited to keep driving these conversations forward. If you’re interested in discovering more about alternative investments and how they can fit into your portfolio, get in touch with our team today: https://lnkd.in/eBkegcTS. #AlternativeInvestments #CommercialRealEstate #Wholesale #FinancialPlanner #Wealth #Advice #Finance #Networking #Event

We empower businesses to take meaningful steps towards a greener future with tailored carbon accounting and reporting solutions. From understanding your carbon footprint to showcasing your commitment with confidence, our approach helps your business turn sustainability into a competitive advantage. Let’s work together to make an impact. Contact our team today to start your journey towards a more sustainable future: https://lnkd.in/eBkegcTS. #Sustainability #CarbonAccounting #ESG #BusinessGrowth

Are you making the most of the R&D Tax Incentive? Many businesses overlook opportunities to boost cash flow by not optimising their claims. Understanding eligible activities, maintaining accurate documentation, and seeking expert guidance can help uncover hidden value in your innovative projects. Discover how your business can maximise its R&D tax claims and fuel growth in our latest blog. #RDTax #Innovation #BusinessGrowth #TaxPlanning #CashFlow #SMEs #TaxStrategy #Grant

Last week, we had the privilege of co-hosting our second exclusive lunch event with our long-time partner, MVA Bennett . Together, we welcomed clients for an insightful discussion on commercial real estate investing - a topic tailored to wholesale investors' needs. It was a fantastic opportunity to connect, share knowledge, and explore pathways to enhance and diversify portfolios. Thank you to MVA Bennett for their expertise and partnership in delivering such a high-calibre event. And, of course, to our valued clients who made the day a success - your engagement and thoughtful questions drive us to continue providing meaningful investment opportunities. Interested in joining future events like this? Reach out to us to learn more about how we can support your investment journey. #CommercialRealEstate #WholesaleInvesting #ClientEducation #Partnerships #Networking Panos Miltiadou David Ooi Dylan Cresswell Mark Johnson Jarrod Rodda Andrew Ellem Rachana Masters Tim Naylor Danielle Wang, CPA

We are looking for a CA/CPA-qualified Senior Accountant in Brisbane to deliver exceptional client support and innovative solutions. Apply now and take the next step in your professional journey. #Accounting #SeniorAccountant #CAQualified #CPAQualified #BrisbaneJobs #JoinOurTeam