Our Services
Premium advice services
Priority Planners is a complete financial services advice business specialising in addressing and solving complex financial affairs.
Our services are delivered via two core operations:
- a boutique ‘multi-family office’ or ‘family Chief Financial Officer (CFO)’ offering for High Net Worth clients;
- a tailored private wealth advice relationship for business owners, professionals and specialists, such as healthcare professionals and specialists, accountants, engineers, lawyers and more.
Our advice process ensures you have the optimal:
Strategies – the heart of your comprehensive wealth process;
Structures – achieving favourable tax outcomes and safeguarding assets;
Portfolios – enhancing your wealth through a tailored investment approach with capital preservation in mind.
We offer our prospective clients an initial obligation free meeting and the cost will be borne by our practice.
This is your opportunity to get to know us, understand our advice philosophy and process and ask us any questions.
Learn more about our process or book an appointment now.
Fee structure
Priority Planners is a fee for advice business.
Our advice fees are transparent and generally structured as follows:
- initial advice and implementation fee;
- ongoing relationship fees.
More details are available in our Financial Services Guide. You will receive this in your welcome pack at our initial meeting. If you would like more detail now, you are welcome to call our office on +61 2 9415 1611 to speak with one of our private wealth advisers.