Prime Financial Planning is a boutique financial advisory and wealth management firm based in Ascot Vale, Melbourne.
We know that making big financial decisions can be overwhelming, which is why we take the time to ensure that you understand the finer points of our advice and recommendations. While educating you in the process, we use our experience and expertise to help you overcome obstacles and put you on the path toward success.
Our Principal Adviser, Stephen Theuma, has been assisting people with their financial affairs for over 20 years. He has earned a solid reputation for his honesty, personal ethics, and genuine passion for helping his clients achieve their financial goals.
Outside financial planning, Stephen is an avid cyclist who can be seen riding on local trails and roads. He is also actively involved in the local school community with his children.
To find out more, please contact us today.