Primestock works extensively throughout Australia with both accounting and financial planning firms looking to grow their existing business by providing additional services and/or acquiring other businesses.

Accounting Firms

Contact our Director of Business Development if you are an accounting firm looking to:

• Provide further value added services to your clients (a complete service offering)
• Integrate financial planning and advisory services as part of existing accounting services
• Offer your SMSF clients a consolidated SMSF/direct equities advisory service
• Build a structured and efficient financial services business
• Sell part of your existing accounting firm

Financial Planning Firms

Contact our Director of Business Development if you are a financial planning firm looking to:

• Provide further value added services to your clients (a complete service offering)
• Offer your SMSF clients a consolidated SMSF/direct equities advisory service
• Leverage off the scale and resources of a larger group
• Sell part of your existing financial planning firm