---
title: Financial planning | Prime Years help centre
description: How we build your strategy and advice, look after your investments, and work with your accountant and solicitor.
---

[Skip to content](https://portal.primeyears.com.au/help/financial-planning#main-content)

English - Australia

Show submenu for translations

![Prime Years, Aged Care Financial Planning and Retirement Village Financial Advice](https://portal.primeyears.com.au/hs-fs/hubfs/Prime%20Years%20three-brand%20lockup.png?width=620&height=68&name=Prime%20Years%20three-brand%20lockup.png)

- [Who we are](https://portal.primeyears.com.au/help/who-we-are-and-why-youll-see-three-names)
- [Send us documents](https://form.jotform.com/243156689196067)

Open main navigation

Close main navigation

- [Who we are](https://portal.primeyears.com.au/help/who-we-are-and-why-youll-see-three-names)
- [Send us documents](https://form.jotform.com/243156689196067)
- English - Australia
  
  Show submenu for translations
- [Contact us](https://portal.primeyears.com.au/help/how-to-reach-us)

[Contact us](https://portal.primeyears.com.au/help/how-to-reach-us)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Prime Years help centre](https://portal.primeyears.com.au/help)
2. [Financial planning](https://portal.primeyears.com.au/help/financial-planning)

# Financial planning

 How we build your strategy and advice, look after your investments, and work with your accountant and solicitor.

- [Financial planning: how it works](https://portal.primeyears.com.au/help/financial-planning-how-it-works)
- [Our investment philosophy](https://portal.primeyears.com.au/help/our-investment-philosophy)
- [How we manage your investments](https://portal.primeyears.com.au/help/how-we-manage-your-investments)
- [What's in your Statement of Advice](https://portal.primeyears.com.au/help/whats-in-your-statement-of-advice)
- [The advice presentation meeting, and signing once](https://portal.primeyears.com.au/help/the-advice-presentation-meeting-and-signing-once)
- [After you sign: putting your advice in place](https://portal.primeyears.com.au/help/after-you-sign-putting-your-advice-in-place)
- [Bringing your super and investments together](https://portal.primeyears.com.au/help/bringing-your-super-and-investments-together)
- [Your retirement income: setting up your pension payments](https://portal.primeyears.com.au/help/your-retirement-income-setting-up-your-pension-payments)
- [Between reviews: what we do behind the scenes](https://portal.primeyears.com.au/help/between-reviews-what-we-do-behind-the-scenes)
- [Your annual review in April or May](https://portal.primeyears.com.au/help/your-annual-review-in-april-or-may)
- [Tax time: working with your accountant](https://portal.primeyears.com.au/help/tax-time-working-with-your-accountant)
- [Your estate plan: working with your solicitor](https://portal.primeyears.com.au/help/your-estate-plan-working-with-your-solicitor)

See less ▼

- [Getting started](https://portal.primeyears.com.au/help/getting-started)
- [Working with us](https://portal.primeyears.com.au/help/working-with-us)
- [Meetings, signing and authorities](https://portal.primeyears.com.au/help/meetings-signing-and-authorities)
- [Financial planning](https://portal.primeyears.com.au/help/financial-planning)
- [Centrelink](https://portal.primeyears.com.au/help/centrelink)
- [Aged care, villages and the family home](https://portal.primeyears.com.au/help/aged-care-villages-and-the-family-home)
- [Payments and your engagement](https://portal.primeyears.com.au/help/payments-and-your-engagement)

[![Prime Years Retirement Planning](https://portal.primeyears.com.au/hs-fs/hubfs/Prime%20Years%20Retirement%20Planning.png?width=200&height=56&name=Prime%20Years%20Retirement%20Planning.png "Prime Years Retirement Planning")](https://primeyears.com.au)

[mailto:admin@primeyears.com.au](mailto:admin@primeyears.com.au)

Copyright © 2026, Prime Years Pty Ltd