Priority Wealth - our services
Initial Advice Service
After thorough consultation, we provide comprehensive financial planning advice on all or as many of the following matters as you require:
- Superannuation
- Shares
- Managed Investments
- Retirement Planning
- Debt Consolidation and Budgeting
- Savings Plans
- Self-Managed Super Funds
- Redundancy
- Personal Insurances (Lump Sum Life, Disability and Trauma Cover; Income Protection)
- Gearing Advice
- Child Advancement Bonds
- Estate Planning
Ongoing Advice Service
To help meet your financial goals, it is important to review your financial position, strategy and investments regularly. This ensures your financial strategy is still on track in the face of changing markets and legislation.
Different types of investors require varying levels of ongoing service. At Priority Wealth we will provide you with an ongoing service proposition that will be tailored to your likely future needs.