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Our Clients


As your wealth grows, so does complexity

Priority Planners is uniquely placed to guide individuals and families by addressing their specific complexities through our holistic and integrated wealth management process.

Our clients and service offering is divided into three distinct profiles with specialist requirements and skill-sets to match:

  • Investment and manager selection
  • Asset allocation
  • Special situation and private
    equity investments
  • Inter-generational wealth planning
  • Charitable foundations/philanthropy
  • Strategic advice
  • Risk Insurance
  • Buy-sell agreements
  • Tax minimisation
  • Estate Planning
  • Strategic superannuation advice
  • Strategic advice
  • Risk Insurance
  • Buy-sell agreements
  • Tax minimisation
  • Estate Planning
  • Strategic superannuation advice

 We have found that many of our clients share some of the following characteristics: 

I'm wealthy, now what…?
  • You have built a successful business or practice and attained a level of wealth but are uncertain how to grow, manage and safeguard this wealth. You would like to risk mitigate, manage and invest your wealth by potentially diversifying out of one source of wealth.

  • The weight of the world is on your shoulders. You are building a business asset or wealth from a high paying profession, however your finances are difficult to manage or understand and you may be unsure of the next step; your wealth and family remain unprotected.

    Am I delegating enough…?
  • Wealth building is not your thing. You would rather outsource the function to experts and specialists who can effectively reduce the complexity of your financial affairs.

  • You are a capable investor and enjoy managing your own portfolio. However, you would like an expert to validate your thinking and ensure appropriate structures and safeguards are in place.

  • You have received a large inheritance, are selling or have sold your business and would like to invest wisely for yourself and future generations.

    Where did the time go…?
  • Your life is busy, you are time poor and your finances are adversely affected. These commitments are detracting from time spent with your family and friends.
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