Priority1 Wealth Management Group

Here at Priority1 Wealth Management Group, we are proud to offer a unique approach to financial planning that sets us apart from the rest. Our commitment to independence, transparency, and education has allowed us to build a reputation as one of the most trusted and respected financial advisors in Melbourne. Our team of experienced professionals is dedicated to providing personalized, unbiased advice that helps our clients achieve their financial goals and live a life of financial freedom.

Our Mission

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. We believe that financial freedom is not just about accumulating wealth, but about living a life that is true to who you are and what you value. That's why we're dedicated to providing education and guidance that empowers our clients to take control of their finances and make better decisions about their money.

Our Approach

We take a holistic approach to financial planning, focusing on providing discipline, accountability, education, and information to help our clients achieve their goals. Our services are designed to be accessible, transparent, and tailored to the unique needs of each individual, couple, or family. We work closely with our clients to understand their values, goals, and aspirations, and develop personalized strategies to help them achieve financial freedom.

Our Services

Our comprehensive range of services includes financial planning, investment planning, mortgage minimization, insurance planning, superannuation, retirement planning, and estate planning. We also offer a range of specialized services, including capital gains tax planning, Centrelink and government payments, and self-managed super funds. Whether you're looking to grow your wealth, protect your assets, or secure your financial future, we have the expertise and resources to help.

Why Choose Us

So, why choose Priority1 Wealth Management Group? For starters, we're committed to independence, which means we're not beholden to any particular product or institution. We work solely for our clients, providing unbiased advice that's tailored to their unique needs and goals. We're also dedicated to transparency, which means we'll always be upfront and honest about our fees and services. And, with our flat-fee structure, you'll never have to worry about hidden costs or surprises.