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Prime Financial Group (ASX:PFG), an advisory and wealth management firm, is valued by small-cap managers for disciplined growth. In August 2025, Hurdle Rate reported Prime delivered 21% revenue growth and 37% earnings per share growth, at an incremental return on equity of 28%. Hurdle Rate also highlighted the acquisition of Lincoln Indicators, a research house and funds manager with more than 3,000 high-net-worth investors. DMX noted a much-improved first half, with EBITDA up 102% on acquisitions and lower one-off costs. Prime Financial operates in the Financials sector within the Capital Markets industry, and Thesis Tracker has captured 8 comments from 2 fund managers, Hurdle Rate and DMX Asset Management. Established in 1965 and headquartered in Southbank, Melbourne, Prime Financial provides wealth management, accounting, business advisory, superannuation and capital advisory services to business owners, high-net-worth individuals and families across Australia, and has been growing through acquisitions of complementary advice and wealth businesses.
Company figures as of 15 Oct 2026. For information only.
Fund managers including DMX Asset Management and Hurdle Rate have invested in Prime Financial Group Ltd (ASX:PFG).
Hurdle Rate and DMX highlight strong revenue and EPS growth, high incremental returns on equity, acquisitions such as Lincoln Indicators and a pending large wealth management deal.
The available commentary is positive, though Prime's growth relies on acquisitions, and DMX noted a weak first half in FY24 before the recovery.
Prime Financial Group Ltd., headquartered in Southbank, Australia, is a financial services and advisory firm established in 1965. It operates through three core segments: Wealth, Business, and Corporate. The Wealth division provides wealth management, including superannuation, life insurance, investment planning, and SMSF administration and compliance. The Business division offers accounting, tax compliance, and growth advisory services. The Corporate segment specializes in capital advisory, finance, corporate development, M&A, valuations, and employee share plans. The firm provides diverse investment offerings, including property-backed debt, equity, and alternative investments such as private credit, to high-net-worth and wholesale investors.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.