How to Get Started

Whatever your future goals, Prime Value has an investment solution to meet your needs

STEP 1

DISCOVERY - Understand your situation & discover our company

Every investor has different needs and investment aspirations. At Prime Value, we prioritise the investor journey and recognise that each client is unique, with their own risk profile and investment goals.

We take the time to listen and understand you and what you want out of a managed fund, finding the investment portfolio that meets your objectives for capital growth, income or both. We do not provide financial advice. We work with your nominated financial advisor where applicable.

STEP 2

OPTIONS - Show various investments options based on past performance

Our approach is to present investors with investment options outlining key features, giving you the freedom to select which fund most closely aligns with your investment objectives.

We’ve found this approach provides superior outcomes for clients as they are better positioned to make informed decisions.

STEP 3

CONFIRMATION - Confirm your investment choice & amount to invest

The amount you can invest and your investment timeframe will help screen the managed funds that are available to you.

When you’ve decided the right funds for you, a dedicated Relationship Manager will walk through your selected managed fund, providing email confirmation and detailed information of your investment choice.

STEP 4

APPLICATION - Client services team will help with the application process

It’s easy to start investing and it can be done with as little as $20,000. We’ve streamlined the paperwork for busy investors, cutting out the red tape and saving you time to invest in more high valued activities.

Our client services team will provide immediate support to answer any queries so you have peace of mind confidence during the application process.

STEP 5

IMPLEMENTATION - Start your investment journey with Prime Value

You can tap into a dedicated team of investment professionals that will use their expertise and access to research and invest on your behalf so you don't have to worry about day-to-day management.

Be part of the Prime Value journey where you have the flexibility to make regular contributions or reinvest income generated to build your investment or superannuation.

STEP 6

SUPPORT - Ongoing personalised support & investment updates

Prime Value provides comprehensive support to our clients through a dedicated Relationship Manager helping you to monitor and change your investments where required.

Develop a deeper understanding with market commentary and insights from our Fund Managers through exclusive educational seminars and monthly updates from your Fund Manager.

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