Our Services
At Primestone Wealth we develop tailored step-by-step financial strategies to help you make informed decisions about your finances. We are passionate about educating our clients so they can grow and preserve their wealth.
Our financial advisors at Primestone Wealth can assist with the following:
Our Team
We have a dedicated team who thrive on this ever-changing, fast-paced environment. We would like to introduce you to our team.
Zac Ayoubi
Director / Financial Advisor
Osman Azimi
Director / Financial Advisor
Andrew Splatt
Director / Financial Advisor
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.
- Discovery Call
Spend 15 minutes with one of our professionals. - 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. - Financial Plan
We create a Plan with detailed recommendations to meet your goals. - Present Advice
In this meeting we discuss the Financial Plan in detail to ensure your understanding and comfort with the advice. - Implementation
We set your financial plan in action by implementing your personalised strategies. - 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.