Specialist advice for complex needs

Attaining a certain level of wealth or building a successful business makes your financial situation more complex. You have more assets to manage and greater risks to mitigate.

We understand the range of financial needs and responsibilities that come with success. We can work alongside you to make sure that every single aspect of your financial situation is working together to enhance your wealth and move you closer to your goals.

Our process involves four main steps:

Discovery

We take the time to really get to know you and what makes you tick. We want to know what’s important to you, how you make decisions and where you see yourself in the future. This helps us uncover your priorities and any blind spots that may be holding you back.

Advice preparation

We develop a tailored and integrated financial strategy to help you achieve your most important goals, such as safeguarding your wealth, planning for retirement or achieving better tax outcomes. By leveraging the broad expertise and technical knowledge of our team we are able to advise you on every aspect of your financial situation – from insurance to trusts, taxes, estate planning, business valuations and more. To read more about our comprehensive approach to advice click here.

Implementation

We can take care of the time-consuming work involved in putting your financial plan into action. Or you can simply use us as your sounding board to validate your decisions if you prefer a more hands-on approach to managing your wealth.

Ongoing advice and management

Being an ongoing client of Priority will take the day-to-day management of your wealth off your hands. Our team of advisers, and our support team, will continuously monitor your situation and recommend adjustments when and if necessary. This gives you the freedom to focus on the things that matter most to you outside of your finances.

At Priority, we look at all your circumstances when offering advice.

Whether we’re planning for your retirement, addressing an immediate need like insurance or helping you with business decisions, we’ll always consider your short and long-term goals.

We provide advice for all your financial affairs, including areas such as:

  • Wealth creation & protection
  • Superannuation including SMSFs
  • Debt structuring & lending arrangements
  • Estate planning & wealth transfer
  • Aged care strategies and advice for families of those with dementia
  • Superannuation and insurance for employees
  • Executive advisory services.