Every Man And His Dog

Will Give You Financial Advice

Get Some That Actually Works!

Learn More...

Less than 5%

of people have control

over their financial direction

Care to be one of them?

Learn the Value of Good Advice...

New Arrival On The Way?

It’d Be A Crying Shame Not To Get

Your Finances Sorted Before Hand

Let Us Show You How...

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…”

Download our FREE eBook – The Five Components of Financial Independence

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.

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

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

Being sensible with Buy Now Pay Later this silly season

Move over debit and credit cards; consumers are flocking to Buy Now Pay Later (BNPL) services. Afterpay, Zip Pay and several similar payment solutions allow shoppers to take home their goodies now while paying them off via a few weekly, fortnightly or monthly...

read more

Quarterly Economic Update: July – September 2019

This article summarises the key announcements and important changes to the economy that has occurred over recent months. We touche on interest rate concerns, rising property prices and US-China trade negotiations. Interest rates The RBA followed up its June interest...

read more

Take the risk management test

Everyone faces some level of financial risk but most people hope that catastrophe will strike someone else. Sadly ‘someone else’ may be you. This is why it is critical to review your insurances regularly and ensure they still meet your needs. Would you be able to cope...

read more

Retire at 65 but don’t retire your money

Australian retirees are facing a ‘double whammy’ when it comes to funding their retirement. On the one hand we, as a nation, are enjoying longer and healthier lives. On the other hand, record low interest rates have slashed the returns on the traditional bedrocks of...

read more

Using your equity to build wealth

The equity you have in your home is simply the difference between the current market value of your home and the amount you still owe on your home loan. For example, if your home is worth $800,000 and your outstanding loan balance is $200,000, your equity is $600,000....

read more

Contact Us

9 + 2 =