Independent Financial Advisors Melbourne 03 9725 9078
Do you need an 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.
Four Simple Steps to make sure you get the right financial advice for you.
The Latest News – Things you Need to Know
With acknowledgements to Dr Shane Oliver, Head of Investment Strategy and Chief Economist AMP Capital. Investing is often seen as complicated. And this has been made worse over the years by the increasing complexity in terms of investment products and choices,...read more
Amongst the changes made to superannuation effective 1 July 2017 was the welcome and sensible move to give everyone who makes a personal contribution to super the option of claiming a tax deduction for it. Prior to this date, tax deductions on personal contributions...read more
Priority1 Wealth Management Group now has its very own Aged Care Advice Specialist. Melinda Hedges has recently added aged care accreditations to her already impressive list of qualifications and as such will be our resident expert at providing aged care specific...read more
Useful summary of the 2016 - 2017 Financial year. Thanks to Shane Oliver from AMP Capital.read more
To ensure continuity, a succession plan is absolutely essential for every family business. And this is regardless of whether the family runs a global empire, family farm or corner store. History shows that succession is the Achilles Heel of the family business. An...read more
Are you taking care of elderly parents? Do you still have adult children living at home? Do the words ‘meat’ and ‘sandwich’ strike any chords with you? You could be a member of the “Sandwich Generation” without realising it! Sandwich Generation refers to people who...read more