SINO PRIME GLOBAL

Financial Planning

We provide customized plans to grow and safeguard your wealth, assisting you in reaching your financial objectives by comprehending your present position and future aspirations. Collaborating closely with you, we devise a personalized strategy aligned with your desired results.

Whether you require our investment acumen, assistance in wealth accumulation, utilization of entity structures for tax optimization and asset security, or transitioning into retirement, your assigned Private Client Adviser offers specialized guidance tailored to your unique circumstances.

Retirement and Planning

We assist our clients in accumulating wealth to achieve financial autonomy, steering them through the transition from their careers to a financially stable retirement.

Commencing early, harmonizing lifestyle preferences with long-term financial goals, and leveraging our expert counsel and continuous evaluation, our clients can establish a resilient retirement strategy that facilitates a satisfying and comfortable lifestyle during retirement.

Superannuation Advice

A personalized superannuation plan can enhance your efforts in accumulating wealth and strive towards accomplishing your long-term financial goals with increased tax efficiency, ensuring that your superannuation is optimally positioned both presently and in the future.

We will assist you in tailoring your superannuation to suit your envisioned retirement lifestyle, maximizing opportunities to contribute and grow your superannuation funds. Additionally, we will help you manage a diversified portfolio in line with your risk tolerance and explore various strategies, including selecting an appropriate fund, such as determining the suitability of a Self-Managed Super Fund (SMSF), consolidating benefits and minimizing administrative costs, safeguarding assets through insurance benefits, structuring a retirement income plan, and mitigating tax implications for you and your family.

Life Insurance

We offer comprehensive guidance on safeguarding you and your family from unforeseen circumstances that could affect your financial well-being. Our services cover various types of insurance, including:

• Income Protection Insurance, which can cover up to 70% of your gross monthly income if you're unable to work due to illness or injury.
• Life and Total & Permanent Disability Insurance, providing a lump sum benefit in the event of your death or permanent disability, assisting your family in maintaining their lifestyle.
• Trauma (Critical Illness) Insurance, offering a lump sum benefit upon diagnosis of a specified medical condition.
• Buy/Sell & Partner Business Insurance, which entails a Buy-Sell Agreement (BSA) among business owners, providing a plan for unforeseen events such as the death or disablement of a Principal.

Investment Advice

We offer personalized investment guidance aimed at safeguarding and enhancing your wealth while capitalizing on emerging prospects. We provide both managed and client-directed investment choices, granting you complete control over your portfolio.

Our investment counsel focuses on both preserving and expanding your wealth. This encompasses seizing emerging opportunities, diversifying your investment portfolio, optimizing retirement income, assessing income potential, tailoring portfolios to your needs, and delivering ongoing advice and management to ensure well-informed decision-making.

Wholesale Investment Opportunities

SINO PRIME GLOBAL excels in providing a selection of exclusive wholesale investment opportunities, delivering tailored alternative solutions to meet diverse investor objectives.

With expertise in wholesale investments, SINO PRIME GLOBAL offers personalized alternative solutions to fulfill various investor goals. Leveraging our innovative platform, we excel in sourcing and distributing a wide array of investment opportunities designed for both income-focused and capital growth-oriented investors.