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Our Prime Wealth Guide will set you on the right path. Read more to find out how we help people just like you.
Our Prime Wealth Guide will set you on the right path. Read more to find out how we help people just like you.
Our Prime Wealth Guide will set you on the right path. Read more to find out how we help people just like you.
Swordfish Prime Services is a leading source of general information and education on the latest strategies for wealth creation through seminars, webinars, articles, case studies, videos as well as individual fact-finding consultations.
These consultations enable us to determine our client’s circumstances, then map out various general alternatives towards their desired objectives. We call this the Prime Wealth Guide.
To achieve this, we have built strong relationships with industry leaders in areas of Advanced Finance Services, Positive Property Services, Advanced Accounting Services & Strategic Superannuation Services.
Swordfish Prime Services clients are referred to these aligned industry experts for advice. Swordfish Prime Services does not provide financial advice.
— Benjamin Franklin
Advanced Finance Services 
Positive Property Services 
Advanced Accounting Services 
Strategic Superannuation Services 
— Pablo Picasso
Pay off your debts first — pay off any loans, like a credit card or personal loan, before you invest. Have emergency savings — aim to have enough set aside to cover three months’ expenses, so you won’t have to sell an investment if you need cash quickly. Develop an investing plan — define your financial goals, risk tolerance and investment time frame. Research different asset classes — understand the risks and returns, and how they can help you reach your financial goals. Diversify your investments — spread your money across and within asset classes to lower your portfolio’s risk. Keep track of your investments — review them regularly and make sure you’re on track.
