Financial Planning Services#1 of 120 in Central Coast

Primoris Financial

Bateau Bay NSW 2261No reviews yet

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About

Primoris Financial is a Central Coast Financial Advice firm that provides advice Australia wide. We assist clients in a range of areas to assist clients meet their financial needs. We are happy to assist clients address a specific segment of their financial needs to we can provide a more holistic approach.

We are life insurance and superannuation specialists and we compare and advise on a large panel of providers including over 12 major life insurance companies and over 50 superannuation funds allowing us to find the most suitable products at the lowest cost. We also offer a 20% Cash Rebate on all first year insurance premiums!

Want to compare your life insurance or superannuation options? Contact us today and we can help you navigate your options!

Looking for something more? Primoris Financial provides full financial advice in a range of areas including;

- Superannuation Contribution and Strategy Advice

- Retirement Planning

- Business Succession Planning

- Wealth Creation and Investment Advice (Direct Investments and Managed Funds)

- Margin Lending

- General Financial Advice

All our clients have a dedicated Financial Adviser assisting with their needs, building a strong partnership to reach your financial goals.

Contact us for an obligation and cost free initial appointment to discuss your needs!

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