Delivering value to your family or business.
Since 1987, we have partnered with clients to help them determine their goals and lifestyle aspirations, and provide them with robust financial advice and an ongoing advice relationship to help them get there. Priority Advisory Group’s services can be distilled into three core service areas. These services have been built and continuously developed using the extensive experience of our team, leveraging internal speciality areas that work together to provide effective, holistic financial advice.
Personal & Family Wealth
Using our team’s proactive and experienced approach to financial advice, we take a view of your current financial position and circumstances, explore your lifestyle aspirations, and create a strategic financial plan with straightforward advice to help you get there.
Entry into Residential Aged Care, Retirement Villages or accessing Home Care packages can be a stressful and difficult task. No matter if you need assistance for yourself or a loved one, Priority’s Aged Care Financial Advice service provides you with peace of mind.
Life Risk Insurance
We believe the foundation of any successful financial plan includes appropriate insurance policies to protect your family, assets, and income if something unforeseen were to happen to you. That means when life throws you a curveball, you’ll be protected.
Workplace Financial Advice
Our experienced and dedicated team will work with you to tailor a unique plan for your workplace that combines superannuation reviews, benchmark and tender services; group insurance; and financial literacy and wellbeing education.
Priority Client Experience
When you partner with Priority, you will work alongside your own dedicated financial adviser, who will deliver carefully tailored financial advice and strategies based on your needs and goals.
We value our relationships with each of client, so you can expect us to take the time to understand your unique needs and the complexities that can come with managing your finances.
As a Priority client, you will have access to the expertise of our whole team. This represents years of combined experience in financial planning, accounting, banking, financial markets, and more.
We work with you however suits you best. Your adviser can be a sounding board to answer your questions, a trusted partner who will oversee the implementation of your financial plan, and everything in between to put you on a path to prosperity.