Priority Advisory Group is a financial planning practice based in Chatswood NSW, providing holistic financial advice to professionals, small to medium business owners, and families in Sydney and beyond. Since 1987, they have partnered with clients to determine their goals and lifestyle aspirations, offering robust financial advice and ongoing relationships to help clients achieve their objectives. Their team of financial planners and specialist advisers are dedicated to understanding each client’s unique circumstances, needs, and goals to provide personalized financial advice that focuses on wealth creation, protection, tax efficiency, philanthropic giving, and estate planning.
At Priority Advisory Group, their core values of Excellence, Be Caring, Build Trust, Show Respect, and Act with Integrity guide their approach to financial advice. They believe in a goals-based strategy that looks towards the future, developing tailored plans to help clients achieve their financial aspirations. By taking a holistic approach to financial planning, they ensure that every aspect of a client’s financial situation is integrated into a cohesive plan that is regularly reviewed and adjusted to align with changing needs and goals.
Priority Advisory Group is committed to making a positive difference in the lives of their clients by providing objective and intelligent advice tailored to each client’s unique circumstances. They work in partnership with clients, addressing individual issues and goals to deliver personalized financial solutions. With a focus on building trust and fostering long-term relationships, their team of financial planning experts ensures that clients receive the highest level of service and support to help them prosper and achieve their financial and lifestyle aspirations.