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 in control of my money 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…
Our Mission is to lead our clients to greater levels of happiness, less stress, greater peace of mind and an increased feeling of security, starting with their financial wellbeing. Our aim is to improve the wellbeing of our community by providing financial education, so people have control over their money.
How we do it…
Based in Ringwood North in Melbourne and servicing clients all over Australia we provide discipline, accountability, education and information.
We are independent financial coaches who work with individuals, couples and their families who want to be in control over their money, are financial delegators, are passionate about their values and tangible goals and embrace an enduring relationship with their advisor.
We do our best work with people who want to manage their own financial destiny – but who know that they need a personal coach to help them get into position to do that.
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 teaching skills, passing on knowledge, setting up the right routines, and we keep things on track, so we have people in control over their money. This means they can then focus on things in their life more important to them than money such as relationships and a sense of purpose and so they can accomplish their goals, their aspirations and their financial freedom for the reasons that are important to them.
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
Times like the present are stressful for investors. No one likes to see their wealth fall and uncertainty seems very high. We don’t have a perfect crystal ball, so from the point of sensible long-term investing the following points are worth bearing in mind. First,...read more
Growing older comes with a lot of changes, but that shouldn't apply to your steady income. Here’s what you need to know to keep your retirement on track. You’ve worked hard for the bulk of your adult life and are looking forward to enjoying the spoils of a carefree...read more
It’s easier to show how this works, than explain it. Here’s an example of investing $250 a month for 12 months into a hypothetical managed fund. Month Unit price Units purchased 1 $3.00 83.33 2 $2.80 89.29 3 $2.50 100.00 4 $2.60 96.15 5 $2.10 119.05 6 $1.98 126.26 7...read more
Retirement: you’ve made it! And one of the rewards for all your hard work is that you can now access your superannuation. Suddenly a world of opportunities opens up – a Caribbean cruise, major home renovations or maybe helping your kids reduce some of their debt. Of...read more
A growing number of Australians are choosing to return to study as mature-age students. Perhaps caught in the hamster-wheel of mortgage and family, furthering their education wasn’t an option when they were younger. But that was then. Harriet had long fancied setting...read more
Cleaner air, less traffic, open spaces, lower cost of living…did we mention less traffic? There are any number of reasons to consider a tree change, but if you’re serious about leaving the bright lights behind, better do your homework first. Housing affordability...read more