Priority Wealth - our resources

Forms and Tools to help you and your financial planner manage your wealth.




Guides

ASIC Getting Advice Document for Background on The Financial Planning Industry Adobe®pdf: Provides background information on the Financial Planning Industry and What to Expect From Your Advisor.

FPA Provides Advice on Selecting a Financial Planner and What to Expect From a Financial Planner Adobe®pdf: Provides background information on the Financial Planning Industry and What to Expect From Your Advisor.


Forms

Priority Wealth Checklist for First Meeting Adobe®pdf: Provides a Checklist for the Documents and Information that may be requested at your First Meeting.


Tools

Priority Wealth Budget Planner Microsoft® MS Excel 2003: A detailed budget spreadsheet that provides your financial planner with an accurate assessment of your incoming and outgoing cashflows.







Authorised Representative of

Priority Wealth Advisers Pty Ltd
ABN 76 626 549 773
Australian Financial Services Licensee 508998