We take pride in going the extra mile, and make sure that all of your financial needs are met to a high standard. We appreciate the individuality of people and businesses and are committed to providing timely, accurate solutions tailored to suit you.
Our licensing and experience covers all major areas of financial services, and for a good reason. Our office environment is one of collaboration and cross-learning, all so that we can provide you a more cohesive experience. Our job is all about making your life easier, and we think we're pretty good at it, but don't just take our word for it - have a look through our services or get in touch with us to find out more.
After moving to Australia and spending 10 years at larger firms Muriel started PFS, but back then we we’re called Forum Accounting & Advisory. The main goal of Forum was to provide clients with a better service than they would receive anywhere else, and to take proactive steps to ensure that we added value for our clients wherever possible.
Forum receives their ISO9001 quality assurance certification. We’d been working towards this since the first day our doors were opened, and still maintain our quality assurance today. Maintaining and updating our systems is one of the most important jobs here at PFS, and everyone takes part.
Along with the lack of client parking on the streets of West Perth, we’ve now become a little bit too big for our first dungeon-like office and its time for the move into somewhere new. Forum moves to a fresh new office in Perth on the corner of Stirling & Newcastle street, where we still work from today.
Alan joins the firm during our move to the new Perth office and takes over the day to day running of the business. This frees up Muriel to focus more on technical aspects of client work.
Forum Planning & Advisory (now Primarius Wealth Solutions) applies for, and is granted their own Australian Credit License (ACL). This Licence allows us to provide clients with credit advice relating to loan products such as Residential/Commercial Mortgages, Motor Vehicle Finance, and Personal Loans.
Matthew returns to Perth and joins Forum, taking over responsibility for the financial planning & mortgage broking arm, allowing Muriel to focus almost entirely on accounting and tax technical work & staff mentoring.
Its time for a change! Forum Accounting & Advisory becomes Primarius and has a bit of a face-lift.
Following a lengthy application process, we are granted an Australian Financial Services License (AFSL) after years of being authorised by large licensees.