Prime Partners

Prime Partners was established in July 2006 when Chartered Accountants (Power Hansen) and Financial Planners (McCosker Dunstan) merged to create an advisory business. The objective was to create a business that offered a total financial solution for our clients. The name "Prime Partners"​ was chosen to symbolise the relationship we develop with our clients - partnering with them to clarify and achieve their financial goals, and acting as their principal (or "prime"​) adviser. Our mantra is "smarter ways to financial success"​. We use this philosophy to guide our thinking and our strategies - using intelligent, creative and practical ideas to achieve the outcomes each individual client is seeking. Because of our diverse training and experience, we can see clients'​ situations from different points of view, and tailor strategies that take account of business performance, wealth creation and risk mitigation - as well as tax and compliance implications. We welcome both individual, business and corporate clients. However, because the success of our partnership with clients depends on mutual understanding, respect and trust, we have determined that the best results can be achieved for clients who: *are aspirational *value creativity and intelligent advice *are open, honest, and willing to develop the relationship with us so we can truly understand their needs *seek practical solutions and understand the benefits of a holistic approach to their financial complexities

Financial Services
North Sydney, New South Wales
Founded in unknown
11-50 employees

Prime Partners was established in July 2006 when Chartered Accountants (Power Hansen) and Financial Planners (McCosker Dunstan) merged to create an advisory business. The objective was to create a business that offered a total financial solution for our clients. The name "Prime Partners"​ was chosen to symbolise the relationship we develop with our clients - partnering with them to clarify and achieve their financial goals, and acting as their principal (or "prime"​) adviser. Our mantra is "smarter ways to financial success"​. We use this philosophy to guide our thinking and our strategies - using intelligent, creative and practical ideas to achieve the outcomes each individual client is seeking. Because of our diverse training and experience, we can see clients'​ situations from different points of view, and tailor strategies that take account of business performance, wealth creation and risk mitigation - as well as tax and compliance implications. We welcome both individual, business and corporate clients. However, because the success of our partnership with clients depends on mutual understanding, respect and trust, we have determined that the best results can be achieved for clients who: *are aspirational *value creativity and intelligent advice *are open, honest, and willing to develop the relationship with us so we can truly understand their needs *seek practical solutions and understand the benefits of a holistic approach to their financial complexities

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
unknown
Employee Range
11-50
Revenue Range
Not available

Location

Address
Level 4, 1 James Place NSW North Sydney
City
North Sydney
Region
New South Wales
Postal Code
2060
Country
Australia

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