Here are some common questions we get asked most frequently along with our answers.

You are welcome to contact us on 02 9415 1611 if you have any other questions.

How do I choose an adviser?

Choosing the right financial adviser is a big decision. It is important to make sure that the financial adviser you are considering holds professional qualifications but you should also consider:

  • How comfortable you are with them
  • Their ability to communicate effectively and directly answer your questions and concerns
  • Their experience in working with people in similar situations to you
  • Whether they have the resources and expertise to advise you on your complete needs

For more information on how to choose an adviser that’s right for you read the ASIC MoneySmart guide on choosing a financial adviser.

What are your fees?

Our fees vary depending on the advice and level of service required. As a fee-for-service business, our advice fees are disclosed upfront and generally structured as follows:

  • Initial advice and implementation fees
  • Ongoing relationship fee

More details on our fees are available in our Financial Services Guide which we provide in person at our initial meeting.

Why should I choose Priority Advisory Group?

From day one, you will see that working with Priority Advisory Group is different. Our purpose is to make a positive difference in the lives of our clients by working in partnership with them to achieve their goals, now and in the future.

The advantages of being a client of Priority Advisory Group include:

  • The level of care we take to ensure you have the right financial strategy in place
  • Our unbiased and objective advice that is truly in your best interest
  • Having a wealth partner to help you look at your situation with clarity and keep you accountable to your goals
  • The collective knowledge and expertise of our team in the areas of accounting, financial markets, banking and finance, life insurance as well as financial planning
  • Over 25 years of experience providing advice to wealthy individuals and business owners