PrimeSolve was founded by Tim Hall CFP — a financial adviser with 18+ years of experience who understood the advice process from the inside. Not a technologist guessing at what advisers need. Someone who had sat across from clients, prepared SOAs, managed compliance obligations, and understood exactly where the time and cost went.
The problem was clear: the average SOA takes in excess of 19 hours to produce and costs between $2,400 and $3,300 to deliver. That cost gets passed to clients — making quality financial advice inaccessible to most Australians. The answer wasn't to make advisers work harder. It was to make the system smarter.
The result was the PrimeSolve Advice Engine — a world-class optimisation platform that evaluates 250+ strategies and over 1,000 products simultaneously, finding the mathematically optimal recommendation set for every unique client. The modelling that once took hours was reduced to minutes. The best interest case that once required manual construction was automated and documented.
What was missing was the bookends. AI filled both gaps. Sage handles data collection at the front — conversational, intelligent, thorough. Avatars handle advice delivery at the back — engaging, accessible, available 24/7. The engine that was already world-class now sits inside a complete end-to-end platform that removes the human bottleneck at every step.
The mission hasn't changed since day one: make quality financial advice accessible to every Australian by dramatically reducing the cost of delivering it.
