Plan today, enjoy tomorrow (03) 9725 9078

Independent Financial Advisors Melbourne 03 9725 9078

Do you need a Independent financial Advisor?

From 1st July 2016 Priority1 Wealth Management group is proud to offer all new clients only true independent advice. We are also transitioning all existing clients to the new independent model as soon as possible.

“As a busy person, I want to get my financial affairs in order so I can be happier, less stressed, spend more time with my family and get to do the things I really want to do…”

Why we do what we do…

We believe you should be able to focus on the things in your life that are more important to you than money. We know when we help you get your financial house in order and keep it that way you can focus on those things that are more important to you.

This leads to greater levels of happiness, peace of mind and an increased feeling of security and gives you the greatest probability to accomplish your goals, aspirations and your financial freedom for the reasons that are important to you.

How we do it…

Based in Ringwood North in Melbourne and servicing clients all over Australia we work with individuals, couples and their families who are financial delegators, are passionate about their values and tangible goals and embrace an enduring relationship with their advisor.

We provide discipline, accountability, education and information that leads to a desire to change.

What we do…

Priority1 Wealth Management Group is proud of its commitment to offer all new clients only true independent advice and transition all our existing clients to independent advice as soon as possible.

We add significant value to clients by focusing on providing technical strategic advice, asset management and implementation.

We do this by offering a true independent, accessible financial coaching solutions. We provide accountability to ensure the greatest probability the plan unfolds well. This is what provides the client the peace of mind to focus on more important things in their life.

We have our own Licence, which we alone own and run. Under our independent service offer we retain no commissions…of any sort! we charge no percentage based fees! Only flat dollar fees for the services YOU need. We only get paid by you. This means we work only for you.

Contact us today to book a no cost, obligation free initial consultation to see where we can add value for you.

Take our retirement readiness quiz

Four Simple Steps to make sure you get the right financial advice for you.

Four Simple Steps

The Latest News - Things you need to know

23June

How the family home can affect aged care fees

Residential aged care is playing an increasing role in helping many older Australians enjoy comfortable and carefree lives. However, one of the tasks for anyone assisting an elderly relative with … Continue reading How the family home can affect aged care fees

16June

Salary sacrificing is not just about super

When most people think of salary sacrifice they think of superannuation. It’s pretty easy to see why. If someone earning $100,000 a year takes the last $10,000 of that amount … Continue reading Salary sacrificing is not just about super

23May

PRESS RELEASE – True independent advice makes its new base in Maroondah

After living locally in Ringwood North for over 17 years, Corin Jacka and his financial planning business, Priority1 Wealth Management Group jumped at the chance to set up shop at … Continue reading PRESS RELEASE – True independent advice makes its new base in Maroondah

19May

Responsibilities of an executor

If you’re the eldest sibling in the family, or deemed to be the “most responsible”; if you’re seen to be a good friend by someone; or a fine upstanding citizen … Continue reading Responsibilities of an executor

10May

First home savers, downsizers and small business are the winners in Treasurer Scott Morrison’s second Budget – while taxpayers face an increase in the Medicare levy.

Note: These changes are proposals only and may or may not be made law. On Tuesday 9 May, the Federal Government handed down its Budget for the 2017–18 financial year. … Continue reading First home savers, downsizers and small business are the winners in Treasurer Scott Morrison’s second Budget – while taxpayers face an increase in the Medicare levy.

Read More »

Contact Us