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

    
 
 
        
   BoiTong Huynh 
 2023-09-03
 
 
  Very happy with the service provided - hassle and stress free. Highly recommended.
  
 
       
   Giovina Tamburro 
 2023-08-31
 
 
  We have been dealing with Andrew for a number of years, and we find his work and guidance most professional. His experience and knowledge in the financial sector gives us confidence with the information he provides. We highly recommend his services.
  
 
       
   Robyn Hunt 
 2023-08-30
 
 
  Andrew has always been extremely helpful with looking after our financial plan for the future .His knowledge is extensive and has always had our best interests at heart. He is polite, friendly and takes a genuine interest in our situation which allows him to guide us in making good  decisions. He is proactive, not just reactive with his advice and always allow plenty of time for decision making. Highly recommend as a Financial Planner
  
 
       
   bradley guy 
 2023-08-29
 
 
  I have always good thoughts of dealing with Andrew . He is a genuine person with his clients best interest. His knowledge of the industry is extensive and he is always soft spoken and polite when I attend an appointment with him  , Good work Andrew, cheers Brad Guy.
  
 
       
   Megan Nicholson 
 2023-08-29
 
 
  Andrew is friendly, efficient and timely. Explanations clear and concise. Happy with our plan.
  
 
       
   Frances Hastie 
 2023-08-28
 
 
  Andrew has kept us informed and we feel very confident about the way he handles our affairs.
  
 
       
   Georgia Hester 
 2023-08-28
 
 
  Andrew is a wealth of information and his financial advice and knowledge has been invaluable to our planning for our financial future. Andrew is always happy to assist and provides  professional service. Andrew is the best financial planner I have come across and offers personalized service.
  
 
       
   Rod C 
 2023-08-28
 
 
  Andrew has given me excellent advice over the last 18 months thankyou