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Priority1 Wealth Management Group
206 Warrandyte Road, Ringwood North, Victoria, Australia
About Priority1 Wealth Management Group
Welcome to Priority1 Wealth Management Group, a leading establishment in the finance industry located in Ringwood North, Australia. We are dedicated to providing our clients with true independent advice, ensuring that they have control over their money and can focus on what truly matters to them.
At Priority1, we believe in adding significant value to our clients' lives by teaching them valuable skills, sharing our knowledge, and helping them establish the right financial routines. By keeping things on track, we empower individuals to achieve their goals, aspirations, and ultimately, their financial freedom.
Our commitment to independence sets us apart. We are proud to have our own license, which means we work solely for our clients and retain no commissions whatsoever. Unlike many other financial institutions, we charge only flat dollar fees for the services that our clients actually need.
Our mission is to lead our clients to greater levels of happiness, less stress, and increased peace of mind, starting with their financial well-being. We strive to improve the well-being of our community by providing financial education and empowering individuals to take control over their money.
Based in Ringwood North, Melbourne, we serve clients all over Australia. As independent financial coaches, we work with individuals, couples, and families who want to be in control of their money and embrace an enduring relationship with their advisor. We understand the importance of managing one's own financial destiny and are here to provide guidance and support.
At Priority1, we focus on providing technical strategic advice, asset management, and implementation. We offer an accessible financial coaching solution that ensures accountability and increases the probability of a successful financial plan. This, in turn, allows our clients to focus on the more important aspects of their lives.
As a 100% privately owned institution, we have no affiliations with financial institutions or product providers. We operate under our own license and charge fixed dollar-based fees for our professional services. Our commitment to transparency and independence is unmatched in the industry.
We understand that as a busy individual, you want to take control of your money to lead a happier, less stressed life. By partnering with us, you can spend more time with your family and focus on the things that truly matter to you.
Please note that the information provided on this website is general advice and should not be solely relied upon for making financial decisions. We encourage you to speak with a Priority1 advisor to ensure that your personal goals and objectives are taken into account, and that you are aware of any risks involved.
Contact us today at 03 9725 9078 to learn how Priority1 Wealth Management Group can help you achieve financial success and peace of mind.
Photos of Priority1 Wealth Management Group
Shop 1/204/206 Warrandyte Rd, Ringwood North VIC 3134, Australia
Opening hours of Priority1 Wealth Management Group
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Priority1 Wealth Management Group
"All the staff at Priority1 are very attentive, professional, helpful and supportive. So happy we chose Priority1"
"Priority1 Group and all Staff are fantastic!!! They have Client interest at heart and are proactive!"
"We have been dealing with Corin Jacka and the team at Priority One for over 4 years. In that time we have found them to be the most helpful and knowledgeable financial advisers we have ever dealt with. Highly recommend."
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