Every Man And His Dog

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Less than 5%

of people have control

over their financial direction

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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…”

Download our FREE eBook – The Five Components of Financial Independence

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.

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The Latest News – Things you Need to Know

Get ready for June 30 – NOW!

When it comes to getting the most (money) from your annual tax return, there is usually a lot to think about, so we’ve identified a few options that could open the door to some opportunities to save on tax. The key here is to plan ahead. Deductions — lower your tax...

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You’ve paid off your mortgage! Now what?

Paid off your mortgage? Woo-hoo! Break out the champagne and celebrate the freedom you must now feel! But once the dizzy excitement has passed, what will you do next? Discharge or not? The first question is should you discharge your mortgage? You can keep the loan...

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The super scheme for first home buyers

You’re moving into your new home; corks are popping and there are smiles all around – classic advertising that for many seems unattainable. Although many Australians may want to bash the banks over tighter home lending criteria, it’s the bank regulator, the Australian...

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Should I pay off my mortgage or contribute to super?

One of the most popular questions we are asked by our clients is whether it’s best to pay off their mortgage first or salary sacrifice money into their super fund – or can they do both? The answer to this question is never the same considering that everyone’s needs...

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Getting more out of income protection insurance

If you’re working and haven’t yet reached the point of financial independence then income protection insurance should be on your radar. As the name implies, it can help you protect your greatest asset – the ability to earn an income. At the heart of all income...

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Be different today so you can be different tomorrow

Every generation thinks life will be different – and of course, each one is right - but when it comes to planning for the future, while we’re young we have a habit of thinking there is still plenty of time. After all, when you’re in your mid-thirties or even early...

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