A Festive Season Message from Priority Advisory Group

Please note the Priority office will be shut for the holiday period from close of business at 12.00 noon on Friday 22 December 2023, and will reopen on Monday 8 January 2024.

Can you believe the end of the year is upon us? As the year draws to a close, it’s a time of reflection for us at Priority Advisory Group. 2023 has been a year marked by significant milestones and transformative changes, all aimed at enhancing our services and our commitment to you, our valued clients.

A New Chapter: Merger with Lifestyle Financial Services

One of the most exciting developments this year was our merger with Lifestyle Financial Services. This strategic move has not only expanded our expertise and resources but also brought in a talented team of professionals who are now an integral part of the Priority family. This blend of skills and experiences has enriched our company culture and broadened our capabilities, allowing us to serve you better.

Welcoming New Faces, Embracing New Expertise

Each new addition to the Priority team brings unique insights and expertise that complement our existing services, ensuring a seamless experience for our clients. This expansion of our team has enhanced our ability to provide personalised and comprehensive financial planning solutions.

A Fresh Digital Presence: Our Website Refresh

Recognising the importance of an accessible and informative online platform, we completed a major refresh of our website. This revamp not only reflects our contemporary approach to financial planning but also makes it easier for you to find the information you need, explore our service offering, and learn new things on our blog.

Introducing “Workplace Financial Advice”

In our continuous effort to innovate and meet your evolving needs, we introduced a new service: “Workplace Financial Advice.” This offering is designed to support businesses and their employees in navigating workplace benefit programs and other associated offerings in the workplace. From retirement planning to financial wellness seminars, we are now equipped to offer tailored advice in a corporate setting.

Streamlining for Efficiency and Effectiveness

Behind the scenes, we’ve been diligently working to streamline our internal processes and technology. Our goal has always been to serve you more efficiently, and by enhancing our systems, we’ve made significant strides in improving our responsiveness and the quality of our services. These improvements mean quicker turnaround times, more accurate advice, and an overall smoother experience for you.

Looking Ahead: Our Commitment Continues

As we step into the new year, our commitment to providing exceptional financial advice remains, and the changes we’ve implemented in 2023 are just the beginning. We’re excited about the future and are grateful for the opportunity to continue serving you on your financial journey. Thank you for your trust and partnership. Here’s to a prosperous and fulfilling 2024!

Warm regards,

Zvi & the Priority Advisory Group team

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