I am pleased to say that Guy Wall and his team have been a wonderful support to Andrea and I for some 15 years now. Guy personally manages our super and personal investment funds, providing us with strategies to match our objectives and returns that have been strong but prudent, (and "interesting" of late!!)
His team have also assisted with banking relationships, both mortgage and general, tax, insurance, estate planning and legals, including conveyancing.
We have found Guy and his team to be very responsive, thoroughly professional and commercially astute, both in their investment insights and also arranging facilities in a cost and fee effective manner.
I trust Guy completely, as does Andrea, (very important for me that my wife knows all about our positions) and we also like him very much; he is a professional, caring, high integrity man. We have recommended his services to our friends, which speaks for itself.Rob L
To say that a written multiple choice evaluation of my needs and investment style together with a one on one interview was eye-opening, is an understatement. I thought I would learn little, having "been around the block" on investment options. Guy Wall gave many insightful suggestions, in a manner that incorporated my comfort level of investment styles.
From these initial sessions came much of the hard work for the follow up teams. For my Superannuation, Ben Fox is "the quiet achiever". He worked on several difficult 'past set ups' and pulled them into a comprehensive future perspective. All the intricate documentation was produced efficiently. The PrimeWrap solution to track my investments is easy to access and understandable for this non-computer type.
Managing my overall financial situation will be an on-going process and the six-monthly reviews will further assist me. However, I can already see and have reaped the benefits of PrimeWealth's involvement.
We were very impressed with the Wealth Management and Planning Services provided to us by Guy and the team. Before working with them, we had no idea if our financial decisions were right for us, and after working with them, (they reviewed our super, insurances, loans and more) we now feel very secure in our financial decisions, future and meeting our goals. Thank you to ThePrimeAdvisoryGroup.
I wanted to thank you again, from the bottom of my heart, for everything you have done for me to get my finances in some sort of order. I’m not sure I need my budget because every time I go to spend money on myself (unnecessarily) I think of our annual meetings and have to reconsider! Your whole team have been fantastic – so professional but warm and fuzzy too! You run a very slick operation and I have been suitably impressed. If I can ever throw business your way, you know I will, without hesitation.