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Experience the difference working with an expert adviser to secure your financial future
Integrated Financial Advice
If you are a small business owner and / or high net worth individual, you need an advisory service that is flexible and innovative and continues to develop to the meet the changing environment and your needs.
Kreston Dormers and Prime Stock Group Ltd offer integrated financial advice that can be tailored to manage your financial affairs. Our team of experienced advisors can provide a total financial solution, or alternatively advice can be limited to a particular service or situation. Our promise to you is to offer you the highest level of personal financial advice and reporting.
Our financial services include:
 financial planning advice
wealth creation, accumulation & consolidation
retirement planning strategies- investment advice
- wealth protection & life insurance
- estate planning
- business succession planning
- asset protection
- self managed superannuation fund (SMSF) & superannuation
advice
- finance
Our client focus
Our partner, Primestock Securities Ltd (Primestock), is a national financial advisory group that specialises in working with Accounting firms and their clients. Primestock and the Financial Services entity we have established with Primestock is not owned by any financial institutions or investment product providers.
Our responsibility is to you, ensuring you receive the most appropriate strategic advice, service and product for your needs. Investment solutions are recommended according to their investment merit and regardless of industry popularity or any financial or ownership incentives.
It is a clear objective of Primestock to ensure that the company, as an Australian Financial Services Licensee, and it’s Authorised Representatives, comply with all relevant aspects of the Corporations Act 2001, the Trade Practices Act, and other applicable legislation and common law.
For a free no obligation discussion on how our financial services can help you please call:
Philip Sharp
+612 9874 8038
p.sharp@krestondormers.com
Authorised Representative No.231908*
*Authorised Representative of Primestock Securities Ltd, AFSL No.239180
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Read more on how our integrated financial advice can secure your financial future
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How can
we help you?
Contact us
To discuss how we can
help your organisation,
call us on (02) 9874 8038 or
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