Integrated Financial Advice
We are committed to ongoing development, improvement, innovation and delivering value added services that exceed our clients? expectations. As part of this commitment, our financial services division enables us to service clients across a broader range of areas and provide an integrated service for your individual, business and investment needs.

Our financial services are personalised to our clients needs. We can provide a total financial solution, or alternatively advice can be limited to a particular service or situation.

• 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 advisory service is flexible and innovative and continues to develop to meet the changing environment. When you access these services you receive the highest level of personal financial advice and reporting.

Client Focused
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 solely 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.

Contact Andrew Brisbane on (02) 9874 8038 or email abrisbane@krestondormers.com.au