Our Services

 
 

Prime Time Financial Counsellors offers a wide range of financial planning, investment management and risk protection services to meet the needs of both individuals and businesses. Our ability to package our services for you ensure that your needs are addressed with timely and comprehensive solutions.

Services to Individuals

1. Self Managed:

  • Fixed interest, debenture portfolio
  • Cash on Deposit
  • Selected Property Investments Share portfolio - Via Share Broker
  • Self Managed Super Funds

2. Professionally Managed Unit Trusts:

  • Shares Local and International
  • Shares Emerging Companies
  • Mortgages
  • Property Government and Semi government Bonds
  • Debentures - Local and International
  • Master Trusts
  • Short Term Securities
  • Cash

3. Superannuation, Life Insurance Rollovers:

  • Personal and Company Superannuation funds
  • Approved Deposit Funds
  • Deferred Annuities
  • Immediate Annuities
  • Allocated Pensions & Annuities
  • Insurance & Friendly Society Investment Bonds
  • Funeral bonds

It is important to us at Prime Time that clients continue to make their desires known to us so we can meet their stated needs.

 

 

Services to Businesses

1. Equity Participation

2. Business Succession Planning

3. Corporate Superannuation

4. Salary Sacrifice

5. Salary Packaging

6. Buy/Sell Agreements

 

© 2001 Prime Time Financial Counsellors Pty Ltd. All rights reserved unless otherwise stated.