If you have a family, Priority is in a prime position to be of service. We understand the importance of taking into account your family’s broader goals and aspirations, and how that fits in to an effective financial plan. Just as we want to support your personal journey to financial prosperity and security, we are equally dedicated to doing the same for your loved ones, now and into the future. We will work to establish a foundation for a secure and happy family in years to come.
When your personalised strategic financial plan is agreed upon and put in place, our team works in the background to implement the strategies we recommend, and regularly review your position. This proactive approach means that opportunities that arise can be seized; and potential stumbling blocks can be mitigated. The result – peace of mind for you and your family.
Your Priority financial adviser and client relationship team will support younger family members with their own lifestyle goals such buying a home, providing for children and building a business or career. And when the time comes for them to play a role in managing family finances, we’ll work with you to pass on an astute and considered approach to the responsibilities of wealth.
Looking further ahead, we will support you to secure a long-term legacy where your family and contribution is remembered. With expertise in estate planning and philanthropy, Priority can help you prepare for a fair and tax efficient transfer of wealth.
Our Aged Care specialists appreciate the vast and complex range of considerations that need to be made when moving into this stage of life. We will give you confidence through clarity – helping you understand the financial impact of Aged Care Services and their fees on things like Centrelink payments, your desired lifestyle, and your legacy aspirations (for example looking after future generations).
We take the time to understand your unique situation and financial position, identify your options, show you how much appropriate Aged Care Services will cost, how it can be funded, and guide you and your family through the whole process.
Our Aged Care specialists are on hand to help you and your loved ones navigate the various processes and potential pitfalls concerning Aged Care access. It’s never too early to start planning for your later years – please don’t hesitate to get in touch with us today.