Prime Financial

Financial planning

Prime Financial steps up the game on M&A

Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators....

Funds management

Prime Financial expands wealth division with investment research acquisition

Prime Financial Group has expanded its reach into wealth management by over 3,000 investors with a binding agreement to acquire investment research and fund management bu...

Financial planning

Prime Financial announces plans for 2 acquisitions

Prime Financial is driving forward its inorganic growth strategy as it looks to acquire a remuneration administration business and is in talks with a Melbourne-based weal...

Financial planning

Unpacking the integrated advice, accountancy business model

Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share w...

Funds management

Funds management sits high on Prime Financial’s M&A radar

Following its 1H24 results, Prime Financial CEO Simon Madder speaks with Money Management on the firm’s growth vision and how it hopes to complete more acquisitions in th...

Financial planning

Prime Financial targets highest growth in 25-year history

The firm reported a “tremendous” 38 per cent revenue growth in its wealth management division for 1H24, as it strives towards its $100 million revenue target by FY30....

Financial planning

Prime Financial positioned for strong growth in FY24

With an ambitious $100 million revenue target by 2030 on the horizon, Prime Financial has released its projected results for the 2024 financial year driven by organic gro...

Financial planning

Prime Financial signals ‘acceleration mode’ with $100m revenue target

The firm has announced revenue growth of almost 30 per cent to $33.7 million in its annual results and will be seeking to reach $100 million by 2030, doubling its previou...