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Prime Financial Group Limited, together with its subsidiaries, provides capital and asset management services in Australia. It operates in two segments, Wealth and Business. The company offers wealth management, including financial planning, retirement and planning, superannuation advice, life insurance, investment advice, and wholesale investment options; wholesale property investment; alternative asset management; private credit and alternatives; and self-managed super funds establishment, advice, administration, and compliance services. It also provides accounting and business advisory, such as accounting and tax compliance, CFO advisory, research and development tax incentives, small to medium enterprise advisory, and valuation, as well as director, management advisory, and board services; virtual CFO services, budgeting and forecasting, cash flow management, management reporting, tax-ready financials, and bookkeeping services; grants and remuneration services; and capital and corporate advisory comprising merger and acquisition advisory, corporate development, remuneration consulting, and employee share plan management, as well as capital raising, debt, and equity markets. The company was formerly known as AVFM Ltd. and changed its name to Prime Financial Group Limited in January 2007. Prime Financial Group Limited was incorporated in 1965 and is headquartered in Southbank, Australia.
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Prime Financial Group Ltd (ASX: PFG) is an Australian financial services company focused on mortgage broking, lending distribution and related advisory services for brokers and retail clients. Its long-term growth may benefit from the size of the mortgage market, increasing broker penetration, recurring fee streams and gradual adoption of digital distribution tools. Investors may find exposure to fee-based loan distribution and diversified lending flows attractive.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
| Income before tax | 7.49M | 6.84M | 4.87M | 6.68M | 5.85M |
| Minority interest | -0.63M | -0.62M | -0.57M | -0.57M | -0.63M |
| Net income | 3.91M | 4.61M | 2.85M | 4.41M | 3.81M |
| Selling general administrative | 34.10M | 27.87M | 3.17M | 18.77M | 14.57M |
| Selling and marketing expenses | - | 1.94M | 2.13M | - | - |
| Gross profit | 52.44M | -1.93M | 18.54M | 16.09M | 12.49M |
| Reconciled depreciation | 3.65M | 2.46M | 2.27M | 1.77M | 1.59M |
| Ebit | 10.16M | 8.89M | 6.07M | 7.42M | 6.68M |
| Ebitda | 13.81M | 11.35M | 8.34M | 9.19M | 8.28M |
| Depreciation and amortization | 3.65M | 2.46M | 2.27M | 1.77M | 1.59M |
| Operating income | 9.41M | 6.84M | 13.24M | 6.85M | 6.75M |
| Other operating expenses | 50.34M | -6.72M | 34.50M | 26.28M | 20.09M |
| Interest expense | 2.66M | 2.05M | 1.20M | 0.75M | 0.31M |
| Tax provision | 2.95M | 1.61M | 1.45M | 1.69M | 1.41M |
| Interest income | 0.45M | 0.12M | 0.10M | 0.10M | 0.07M |
| Net interest income | -2.22M | -2.12M | -1.21M | -0.69M | -0.31M |
| Income tax expense | 2.95M | 1.61M | 1.45M | 1.69M | 1.41M |
| Total revenue | 59.75M | 0.12M | 40.77M | 33.65M | 26.26M |
| Total operating expenses | 43.04M | -8.77M | 5.30M | 26.90M | 19.57M |
| Cost of revenue | 7.31M | 2.05M | 22.23M | 17.56M | 13.77M |
| Total other income expense net | -1.91M | -2.14M | -8.37M | 0.62M | -0.51M |
| Net income from continuing ops | 4.55M | 5.23M | 3.42M | 4.98M | 4.45M |
| Net income applicable to common shares | - | 4.61M | 2.85M | 4.41M | 3.81M |
| Breakdown | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
| Total assets | 110.72M | 104.05M | 82.12M | 67.14M | 59.77M |
| Intangible assets | 68.26M | 7.15M | - | 4.57M | 2.35M |
| Other current assets | -15.17M | 16.87M | -8.07M | 8.02M | 5.26M |
| Total liab | 49.52M | 45.00M | 29.38M | 17.80M | 13.12M |
| Total stockholder equity | 60.43M | 58.36M | 52.12M | 48.70M | 46.03M |
| Deferred long term liab | - | - | - | 1.47M | 0.28M |
| Other current liab | -1.45M | 3.96M | -3.11M | 0.70M | 0.33M |
| Common stock | 80.39M | - | 71.58M | 67.47M | 67.47M |
| Capital stock | 80.24M | 77.64M | - | 67.47M | 67.47M |
| Retained earnings | -20.44M | -19.93M | -20.55M | -20.20M | -22.05M |
| Other liab | - | - | - | - | 0.87M |
| Good will | 54.23M | 59.16M | - | 45.72M | 43.90M |
| Other assets | - | - | 82.12M | 2.34M | 0.47M |
| Cash | 1.03M | 2.42M | 0.51M | 1.04M | 0.13M |
| Total current liabilities | 3.31M | 15.89M | 3.11M | 6.67M | 7.13M |
| Current deferred revenue | - | - | - | 2.80M | 4.30M |
| Net debt | 24.71M | 14.87M | 14.22M | 10.25M | 7.02M |
| Short term debt | 3.31M | - | 3.11M | 2.48M | 2.03M |
| Short long term debt | 1.86M | 1.86M | - | 1.70M | 1.00M |
| Short long term debt total | 25.74M | - | 14.73M | 11.30M | 7.15M |
| Other stockholder equity | -0.15M | - | -0.15M | -47.42M | -45.58M |
| Property plant equipment | - | - | - | 0.51M | 0.95M |
| Total current assets | 16.47M | 28.23M | - | 14.42M | 11.48M |
| Long term investments | 0.81M | 0.99M | - | 1.05M | 0.91M |
| Net tangible assets | - | - | - | -0.11M | 0.06M |
| Net receivables | 30.60M | 8.36M | 7.56M | 5.25M | 6.02M |
| Long term debt | 19.76M | 15.43M | - | 8.81M | 4.36M |
| Inventory | - | - | - | 0.10M | 0.06M |
| Accounts payable | 1.73M | 1.53M | - | 0.68M | 0.48M |
| Accumulated other comprehensive income | 0.63M | - | 1.24M | 1.43M | 0.61M |
| Non currrent assets other | 21.32M | - | -3.21M | -50.38M | -47.82M |
| Non current assets total | 94.26M | 75.81M | 14.40M | 52.72M | 48.29M |
| Capital lease obligations | 4.12M | 4.59M | - | 0.78M | 1.79M |
| Long term debt total | - | - | - | 8.81M | 5.12M |
| Breakdown | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
| Investments | -0.16M | -3.89M | -2.99M | -3.63M | -0.97M |
| Change to liabilities | - | - | - | 0.00M | 0.05M |
| Total cashflows from investing activities | -4.56M | -3.89M | -2.99M | -3.94M | -0.97M |
| Net borrowings | 4.33M | 5.51M | 1.27M | 5.16M | -2.78M |
| Total cash from financing activities | -1.13M | 2.88M | -3.29M | 0.64M | -5.11M |
| Change to operating activities | - | - | - | - | -0.57M |
| Net income | 3.91M | 4.61M | 2.85M | 4.41M | 3.81M |
| Change in cash | -1.39M | 1.91M | -0.54M | 0.91M | 0.06M |
| Begin period cash flow | 2.42M | 0.51M | 1.04M | 0.13M | 0.07M |
| End period cash flow | 1.03M | 2.42M | 0.51M | 1.04M | 0.13M |
| Total cash from operating activities | 4.29M | 2.93M | 5.74M | 4.22M | 6.14M |
| Issuance of capital stock | - | 2.03M | - | - | 0.79M |
| Depreciation | 3.65M | - | 2.27M | 1.77M | 1.59M |
| Other cashflows from investing activities | - | -0.03M | 0.01M | 0.20M | 0.11M |
| Dividends paid | 3.60M | 3.90M | 3.30M | 2.58M | 1.79M |
| Change to inventory | - | - | - | 2.93M | -1.00M |
| Change to account receivables | -3.31M | -1.42M | -1.84M | -0.41M | -1.67M |
| Sale purchase of stock | - | 2.03M | -0.01M | -0.30M | -0.67M |
| Other cashflows from financing activities | -1.85M | -0.76M | -1.14M | -1.64M | -1.62M |
| Change to netincome | - | - | - | 1.37M | 1.97M |
| Capital expenditures | 0.23M | 0.45M | 0.47M | 1.74M | 0.29M |
| Change in working capital | -5.46M | -6.38M | -1.87M | -3.33M | -0.67M |
| Stock based compensation | - | - | 1.18M | 1.13M | 0.78M |
| Other non cash items | 2.19M | 9.31M | 2.48M | 5.59M | 0.68M |
| Free cash flow | 4.06M | 2.48M | 5.27M | 2.47M | 5.86M |
Sector: Financial Services Industry: Asset Management
|
Stock Name
|
Change
(AUD) |
Price
(AUD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
Enterprise Value
to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| PFG Prime Financial Group Ltd |
- -% |
0.18 | 18.50 | 6.00 | 0.84 | 0.85 | 1.28 | 5.62 |
| AFI Australian Foundation Investment Company Ltd |
-0.05 0.72% |
6.94 | 30.39 | - | 25.11 | 1.03 | 24.95 | - |
| ARG Argo Investments Ltd |
0.01 0.11% |
9.49 | 27.97 | - | 24.56 | 1.01 | 24.64 | - |
| L1G L1 Group Limited |
-0.01 0.81% |
1.23 | 21.25 | 19.76 | 7.36 | 3.83 | 3.13 | 3.71 |
| PNI Pinnacle Investment Management Group Ltd |
-0.13 0.81% |
15.83 | 21.04 | 18.83 | 36.44 | 3.21 | 45.93 | 39.78 |
Prime Financial Group Limited, together with its subsidiaries, provides capital and asset management services in Australia. It operates in two segments, Wealth and Business. The company offers wealth management, including financial planning, retirement and planning, superannuation advice, life insurance, investment advice, and wholesale investment options; wholesale property investment; alternative asset management; private credit and alternatives; and self-managed super funds establishment, advice, administration, and compliance services. It also provides accounting and business advisory, such as accounting and tax compliance, CFO advisory, research and development tax incentives, small to medium enterprise advisory, and valuation, as well as director, management advisory, and board services; virtual CFO services, budgeting and forecasting, cash flow management, management reporting, tax-ready financials, and bookkeeping services; grants and remuneration services; and capital and corporate advisory comprising merger and acquisition advisory, corporate development, remuneration consulting, and employee share plan management, as well as capital raising, debt, and equity markets. The company was formerly known as AVFM Ltd. and changed its name to Prime Financial Group Limited in January 2007. Prime Financial Group Limited was incorporated in 1965 and is headquartered in Southbank, Australia.
| Name | Title | Year Born |
|---|---|---|
| Mr. Simon Madder B.Com., B.Comm | Chairman, MD & CEO | NA |
| Mr. Matthew William Murphy C.A., CPA | MD of Bus. Advisory & Accounting and Exec. Director | NA |
| Mr. Timothy Bennett | MD of Capital & Corp. Advisory and Exec. Director | NA |
| Mr. Peter Madder | Co-Founder & Special Adviser | NA |
| Mr. Ben Priestley | Head of Fin. | NA |
| Richard Sheehan | Chief Technology Officer | NA |
| Mr. Mark Geoffrey Johnson | Partner - Wealth | NA |
| Mr. Brendan Brown | Partner - Accounting & Bus. Advisory | NA |
| Mr. Matthew Smith CPA | Partner - Accounting & Bus. Advisory | NA |
| Ms. Simone Quin | Partner - Accounting & Bus. Advisory | NA |
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