Services for Professionals

Professional success comes down to hard work and focus. While it would be great to get more from your growing wealth and make plans to secure your future, it’s something you might not have a lot of time for.

That’s where our expertise lies. By asking the important questions about your current position and future plans, we’ll come up with straightforward advice and a strategy for growing your wealth and achieving your goals.

We’ll turn complex decisions about investment, insurance and financial planning into simple choices.

Why partner with Priority?

Bespoke service

When you choose Priority you’ll be partnered your own dedicated advisor 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 250 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.

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.