Wealth Creation strategies that work.

HOW DO YOU CREATE ENOUGH ASSETS TO RETIRE EARLY, LIVE COMFORTABLY OR PLAN FOR YOUR KID’S FUTURE? HOW DO YOU ESTABLISH AN INVESTMENT PORTFOLIO THAT DOESN’T RELY ON LUCK OR CHANCE? 

Wealth creation requires an initial asset to be invested over a period of time, so that you can watch it grow into something substantial.
This investment will allow you the freedom to retire early, live comfortably and pursue your passions.

BUILD AN ASSET BASE (INVESTMENT PROPERTY, MANAGED FUNDS) USING YOUR AVAILABLE RESOURCES WITH CAREFUL ATTENTION TO YOUR CURRENT LIFESTYLE TO ENSURE IT IS AFFORDABLE.

This can be superannuation, equity in your home, savings and even tax.

Secondly, we build your wealth utilising investment properties and managed funds taking a long term strategic approach, using research to support our investment solutions

A strategic approach, not a tactical approach, will have a number of outcomes. No need to try and predict the future risk, over longer
periods it diminishes and is less costly to manage on a year to year basis.

All we need to do is tailor your assets to suit your investment strategy.


Where to get started. That’s where we come in.

Think you can’t do it?
Call us before you give up.

We help determine what you need to do and we offer an ongoing support that will ensure you continue on developing your wealth.
Part of what we do is educating our clients on the principles of property investing and managed funds.

 

Our Suite of Specialist Services Include

SUITE OF SERVICES:

  • General Insurance
  • Depreciation Schedules
  • Managed Fund Portfolio 
  • Transition to Retirement
  • Salary Sacrifice
  • Retirement
  • Ownership Structures
  • Investment Property
  • Home and Investment Loans
  • Self Managed Super Funds (SMSF)
  • Tax Accounting and Business Services
  • Superannuation Consolidation
  • Personal Insurance

CLIENT EDUCATION:

  • Principal’s of Property Investing
  • Unlocking your Equity
  • Growth/Cashflow
  • Leveraging
  • Depreciation Deductions
  • Risk management Strategies for
    Property Investors
  • How to use Tax to offset the cost 

Meet
The Team

John Piras

Lee La Rocca

Joanne Hammond

Rijan Khadka

Garry Jennings


Qualified, Experienced & Accredited Certifications

  • Diploma of Financial Services (Financial Planning)
  • Diploma (& Cert IV) of Financial Services (Mortgage Broking)
  • Master of Business Administration
  • Post Graduate Dip in Management
  • Credit Ombudsman Services Ltd Members
  • Credit Representative Mortgage Brokers
  • Registered Tax Agents
  • Financial Planning Authorised Representatives
  • Licensed Real Estate Agent
  • Bachelor (& Certificate) of Engineering
  • Diploma of Commerce
  • Bachelor of Commerce (Accounting Major)
  • Certificate IV Property Services Accreditation
  • FBAA Finance Broker Assoc. of Aust. Membership

Free Consultation

Lee & John are available for free initial consultations!

During this obligation-free consultation - which can be done either in person or over the telephone - we’ll talk to you about where you are now, where you want to be and how we can help you to get there. 

Testimonials

SEE HOW PRIMROSE HAS CREATED WEALTH FOR PEOPLE JUST LIKE YOU.

Without John’s help I would have been in a financial mess. I would definitely recommend John for any financial requirements.
— Rose
As a solo parent of 2 primary school children, Primrose first helped me keep my family home by arranging finance and then went on to planning my financial security for me and my children through an investment property portfolio.
— Tereza
LoanKit Aggregation Services is very pleased to recommend the services of the Primrose Group and in particular John Piras.
We work with many broker groups and we are very pleased to say they are among the most professional we have dealt with.
Mortgage broking is about experience, knowhow and doing the best for the client and John and his team do this all at the highest level.
— Simon (CEO Loankit)
John and Lee have provided us with the expertise and ongoing guidance to allow us to establish a property portfolio both inside (SMSF) and outside super with very little effort.
— Don & Diane
We have been using Primrose services for the past 4 years and have been overwhelmed by their support and desire to assist us with our financial accounts.
— Jennifer