Why partner with Priority?
Bespoke service
When you choose Priority you’ll be partnered your own dedicated adviser who’ll deliver you carefully tailored advice and strategies.
Focus
We work with a lot of people just like you so we understand your needs and the complexities that can come with managing your finances.
Experience
Access the expertise of our whole team representing years of combined experience in financial planning, accounting, banking and financial markets.
Flexibility
Choose how you work with us. Whether you want a sounding board to test ideas or a partner who will implement your whole financial plan.
OUR STRATEGIC PURPOSE
Protect your legacy
Financial planning isn’t just about prosperity and a comfortable lifestyle. Your wealth can do a lot more than pay for your home, holidays, everyday expenses and luxuries.
How you use your money to help future generations and even the wider world is a personal choice. One that is driven by your values and goals.
We can take care of the details – with tax efficient approaches to investment, estate planning and philanthropy – so you can focus on how you want to support your family and be remembered in the future.
OUR INVESTMENT PHILOSOPHY
Managing risk to meet aspirations
Our approach to investing is driven by a number of key areas, with a strategic overlay of managing risk to meet aspirations. We construct and manage portfolio’s using intelligent and evidence-based research and provide solutions focussed on client centric return targets. Our overarching driver of “Protecting Your Legacy” means we take risk management very seriously and build portfolio’s with this in mind.
Strategic (long term) asset allocation drives the majority of returns in client portfolios. We spend a lot of time building this allocation, a spread of assets across Equities (Australian and International), Property, Fixed Income, Cash and Alternatives. The makeup of these allocations ultimately drive levels of volatility and long term returns. We deploy our dynamic asset allocation approach, ensuring that strategic allocations are in the short term monitored and adjusted to adhere to the long term strategy.
Costs to run portfolio’s, including investment manager and administration fees, can erode performance over time. We strive to find best of breed and cost effective portfolio solutions to provide our clients with low cost investment solutions without sacrificing investment returns or opportunities.
We focus on minimising unnecessary risks, and investment solutions that have the highest probability of delivering a successful investment experience to meet your aspirations.