Secure your Financial Future

At Primestone Wealth we pride ourselves on good, quality financial and investment advice tailored to each individual need.

Find out how we can help

Our Services

Details of the journey to advice

Our Process

We believe it is paramount to get to know you and your family and to create a financial road map to obtain your family’s goals.

Step 1

Discovery Call

Spend 15 minutes with one of our professionals.

Step 2

Strategy Meeting

We meet with you to gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 3

Financial Plan

We create a Plan with detailed recommendations to meet your goals.

Step 4

Present Advice

In this meeting we discuss the Financial Plan in detail to ensure your understanding and comfort with the advice.

Step 5

Implementation

We set your financial plan in action by implementing your personalised strategies.

Step 6

Review Plan

We offer ongoing support packages tailored to the needs of each client to ensure your plan remains on track with any major life changes or market factors.

Meet Our Team of Experts

Zac AyoubiDirector / Financial Advisor

Osman AzimiDirector / Financial Advisor

Andrew SplattDirector / Financial Advisor

Passionate – Dedicated – Professional

Our goal is to educate, inform and lead you through complex and ever changing legislation, tax effective structuring of your assets and a myriad of investment solutions. Let us guide you through key milestones in your own personal situation so you can achieve financial comfort.

With a combined over 35 years providing Financial Advice to customers, our Financial Advisors are well equipped to provide you the tools to start building your future.

Testimonials

Client-Focused Leadership Skills

Secure your Financial Future Now