Your Private Advisers, a division of Priority Advisory Group, is an independent financial planning practice based in Sydney, Australia. With a focus on workplace financial advice, they specialize in partnering with businesses to enhance employee health, wellbeing, and financial literacy. By offering tailored plans that include superannuation reviews, group insurance, and financial education, they aim to create a happy, productive, and engaged workforce while optimizing superannuation outcomes.
Since 1987, Priority Advisory Group has been dedicated to providing holistic financial advice to professionals, small to medium business owners, and families in Sydney and beyond. Their team of experienced financial advisers and client relationship experts work collaboratively to address each client’s unique financial needs and goals. By emphasizing a goals-based approach and focusing on wealth creation, protection, tax efficiency, philanthropy, and estate planning, they strive to make a positive impact on the lives of their clients.
Priority Advisory Group values excellence, care, trust, respect, and integrity in their client relationships. They believe in a comprehensive financial planning approach that considers the big picture, implements tailored strategies, and provides ongoing monitoring and adjustments. With a commitment to helping clients achieve their financial aspirations and leave a lasting legacy, they are proud to hold the Professional Practice designation with the Financial Advice Association Australia, advocating for the interests of financial advisers and clients nationwide.