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Are you a sophisticated or wholesale investor seeking to grow your investment portfolio? Whether you are a company, trust, self-managed super fund (SMSF) or individual, you can unlock the benefits of one of Prime Value’s multi-award winning managed funds and start experiencing superior risk-adjusted returns today.
At Prime Value we are dedicated to offering our wholesale clients exclusive investment opportunities that are vetted through extensive due diligence before they are offered to clients. We co-invest with our clients in the same exclusive opportunities, ensuring that our interests are aligned with yours. Your Relationship Manager is your single point of contact who will respond to queries and any changes you would like to your portfolio.
Prime Value has a demonstrated track record of going above and beyond what our clients expect. We consistently deliver innovative solutions to sophisticated and accredited wholesale investors with the inbuilt agility to navigate buoyant and challenging markets, resulting in superior risk-adjusted returns for family offices and professional investors.
To access offers available to sophisticated and wholesale investors, you must provide Prime Value with either a completed Sophisticated Investor application form or Wholesale Investor application form, certified by your accountant that you meet the criteria set out by the Corporations Act 2001.
If you want more information on our current investment opportunities for sophisticated and wholesale investors, then please register your interest below and one of our relationship managers will be in contact with you.
“I have been investing in Prime Value for more than 10 years, I would say that Prime Value is a trustworthy company with good stewardship towards my investments over the years. I would never doubt to continue investing in Prime Value for any of their future endeavour.”
“We have invested a substantial amount of our superannuation fund with Prime Value. Our attraction to Prime Value lies in the trust we have built through our Relationship Manager and also Mr Quek the CEO who we have found to be a very astute and cautious financial manager. Moreover, we have felt very secure in the knowledge that the organisation treats us like family and are keenly interested in growing our wealth but also keeping our funds safe. We have recommended Prime Value to family members and friends who have also invested with them.”
“I first invested with Prime Value and its CEO Mr Quek in 2003. I was attracted to his approach of building wealth with the interesting reference to the ancient ‘Art of War’ by Sun Tzu and the clever fighter being to one who wins his battle by making no mistakes. Without hesitation, my life-long savings changed hands. That decision has paid off with our portfolio generating double-digit returns since – a modest return in the eyes of professionals, but enough for retirees to claim financial freedom. As well as this financial reward, my wife and I have made a friend – a fair dinkum and trusted friend.”
“The advice and investment management by Prime Value over many years has been a true blessing for the growth of The Australian Navigators’ ministry. Prime Value’s partnership with us has produced significant growth in our Endowment Fund. The Australian Navigators is very grateful to God for His provision through Prime Value.”
“Prime Value’s core values and their fundamental investment philosophy is based upon integrity, so much so that my family became and continues to be investors in their various funds”