We are pleased to announce, we have formed a strategic partnership with a specialist wealth management firm, Primestock Securities Ltd AFSL No. 239180 (Prime) to offer a diverse range of wealth management services and solutions to cater to our client’s unique needs from simple to complex advice situations.
Bishop Collins Wealth Management is a Corporate Authorised Representative (No. 1242273) of Primestock Securities Ltd , and we will be integrating Prime’s wealth management advisory model into our business to offer our clients a ‘total financial experience’ across Accounting & Tax | Wealth Management & Asset Protection.
This exciting new partnership means we are able to support and guide our clients towards a truly successful financial future with Business Advice, Accounting, Wealth Management, Superannuation and Insurance, all from one place in a complete and seamless way.
We are also excited to introduce Bishop Collins Wealth Management’s adviser, Ben Travers. Ben is a highly regarded CFP qualified financial adviser with strong strategic thinking combined with a passion to truly helping client’s achieve their life goals and vision. Ben holds a Bachelor of Commerce, major in Accounting.
To Learn More about Ben, please click here to view a copy of Ben’s Adviser Profile.
With Ben and the rest of the Prime Team on our side, we are thrilled and excited to be able to offer a complete wealth management advisory service to our clients.
We are able to provide the following areas of service and advice:
A comprehensive investment strategic advice looking at the different investment options available to help grow wealth and to maximise on goals and retirement aspirations.
Prime Video: What is Investment Advice?
Advice and strategy on all areas of superannuation to best position for financial future success.
Prime Video: Superannuation Advice – What are the benefits?
Strategic and structural advice to allow greater control over assets whether they are personal, family or business.
Prime Video: What is Asset Protection?
Appropriate and practical advice on planning for personal, family and business protection against unexpected situations and circumstances.
Prime Video: What the different types of cover?
To Learn More about financial and retirement planning, please watch a short 3 minute on What is Financial & Retirement Planning? created by Prime.
We would be very happy to help with any questions related to your wealth matters. Please chat with Rebecca Ryan on: 02 43532333 or email us: firstname.lastname@example.org