Personal & Family Wealth
A proactive and experienced approach to financial advice
Personal & Family Wealth
Aged Care
Giving you peace of mind when accessing aged care services
Aged Care
Life Risk Insurance
Keeping your financial plan on track through life’s tough times
Life Risk Insurance
Workplace Financial Advice
Your outsourced workplace benefits specialist
Workplace Financial Advice

Your future. Our priority.

At Priority Advisory Group, we believe partnerships are the hallmark of great financial advice. We take the time to really understand our clients and their unique circumstances, needs, and goals so that we can provide comprehensive and personalised financial advice. Our advice puts clients in a position to grow and protect their wealth, as well as keep them accountable to their goals, resulting in the realisation of their financial and lifestyle aspirations.

Our team of financial planners and specialist advisers are based on Sydney’s North Shore, taking our strong sense of community and passion for providing the best financial advice to clients all across Australia. Our reach may be broad, but our focus and desire to see our clients prosper means that everyone who partners with us experiences Priority’s personal service. So, if you’re looking for a financial planner or financial adviser in Sydney, you’ve come to the right place.

What drives us…

When you partner with Priority, and as we guide you through the financial advice process, our financial planners and advisers, along with our dedicated support team, work tirelessly to earn and build your trust. Our central value is Excellence – around which we live our other four: Be Caring; Build Trust;  Show Respect; and Act with Integrity.

Why partner with us?

We make sure that every aspect of your financial situation is integrated into a cohesive financial plan, regularly reviewed to ensure everything is on track and aligned with any changing needs. By taking this thorough and holistic approach to financial advice, we ensure that everything is working together effectively, enabling you to achieve your goals now, and in the future.

Meet our team…

We have worked hard over the years to build and develop a well-resourced, educated and dedicated team of financial planning experts who work together to meet your financial advice needs. Our team is sourced and recruited to match a culture of shared values and principles, so you can be confident that no matter who you deal with at Priority, we’re all on the same page in looking after your best interests.

Priority Advisory Group - Financial Services

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