Priority Advisory Group

Priority Advisory Group Your Future. Our Priority. Priority AG is a Financial Advice practice based in Chatswood, New South Wales.

๐Ÿ”ญ Building wealth is rarely about one perfect financial decision. More often, it comes from small, consistent habits rep...
03/06/2026

๐Ÿ”ญ Building wealth is rarely about one perfect financial decision. More often, it comes from small, consistent habits repeated over time.

Our latest article explores the financial decisions your future self may thank you for - investing early, reviewing your super, protecting your income, building financial resilience and more ๐Ÿ’ช

If youโ€™ve been meaning to take your long-term financial planning more seriously, this is a great place to start โ–ถ๏ธ https://bit.ly/49zHfNz

๐Ÿ—ž๏ธ The May edition of the Priority Newsletter hit subscriber inboxes recently, covering:โœ’๏ธ How Aged Care Advice Differs ...
28/05/2026

๐Ÿ—ž๏ธ The May edition of the Priority Newsletter hit subscriber inboxes recently, covering:

โœ’๏ธ How Aged Care Advice Differs to General Financial Advice
โš–๏ธ Financial Stress: A Planning Problem or an Income Problem?
๐Ÿฆน Common scams to watch out for at EOFY
โž• and announcements from around the firm

Check it out here โ–ถ๏ธ https://bit.ly/4wPNUgJ

๐Ÿงฎ The popularity with online insurance calculators has been increasing and it can be an easy tool to use when doing your...
25/05/2026

๐Ÿงฎ The popularity with online insurance calculators has been increasing and it can be an easy tool to use when doing your own research. If it gives you an estimate or recommends a policy, it can be easy to trust it at face value. However, when like all research you shouldn't always take the first piece of information you see.

๐Ÿ’ก While online insurance calculators are a great tool, it needs to be understood that they are just a starting point. Their information relies on averages and assumptions rather than being tailored to suit your specific needs. It's important to remember, your insurance should be personal, not generic.

Learn more about how online insurance calculators work โžก๏ธ https://bit.ly/4v9Bxu9

๐Ÿ“ˆ When you think of investing you may think of keeping your eyes on the market at all times watching for changes and jum...
22/05/2026

๐Ÿ“ˆ When you think of investing you may think of keeping your eyes on the market at all times watching for changes and jumping in when a deal looks good. You may bounce between constant buying and selling, or chasing short-term trends. This can be exciting and feel like active investing and like you're in more control. However, this type of reactive investing can be more stressful, have increased costs and fees, and put you at risk of emotional decision making rather than logical.

โณ Long term investing can sound boring and slow, but with the right patience and discipline, you can build a diverse portfolio that builds wealth without a constant need to watch over it. This type of investing may feel less exciting and will require more patience, but will be less stressful and build a more secure wealth pit.

Understand how to invest and maintain your busy lifestyle โžก๏ธ https://bit.ly/3Rs0KkU

๐Ÿซ‚ Aged care is so much more than simply another financial planning conversation. In reality, it is one of the most compl...
18/05/2026

๐Ÿซ‚ Aged care is so much more than simply another financial planning conversation. In reality, it is one of the most complex financial and emotional transitions a person can face.

Our latest article explores why aged care advice differs from general financial advice, and why specialist guidance can make such a significant difference when navigating fees, pensions, family decisions, and long-term care planning. ๐Ÿ’™

Understand your options early, reduce stress and support better decision-making for everyone involved by starting here โ–ถ๏ธ https://bit.ly/4ucVvnP

๐Ÿ’ฐ Does higher income really reduce financial stress? ๐Ÿ˜ŸMany Australians assume financial stress is caused by not earning ...
14/05/2026

๐Ÿ’ฐ Does higher income really reduce financial stress? ๐Ÿ˜Ÿ

Many Australians assume financial stress is caused by not earning enough money, when in reality, even high-income earners can feel overwhelmed when thereโ€™s no clear financial structure or strategy in place.

๐Ÿ”ฆ Our latest article explores why financial confidence comes from clarity, organisation, and planning, not just a larger paycheck coming in.

If you want to know how optimising cash flow, setting realistic financial goals, managing debt effectively, and more, addresses financial stress, this is for you ๐Ÿ‘‰ https://bit.ly/4dm5TSH

The 2026-27 Federal Budget has been handed down, and our update has arrived! Key priorities include:๐Ÿก Significant change...
13/05/2026

The 2026-27 Federal Budget has been handed down, and our update has arrived! Key priorities include:

๐Ÿก Significant changes to negative gearing and capital gains tax
๐Ÿ’ผ A new Working Australians Tax Offset
๐Ÿ’ธ A $1,000 instant work-related expense deduction
โœ‚๏ธ Further tax cuts from 1 July 2026 and 1 July 2027
๐Ÿ˜๏ธ Additional investment in housing supply, health, aged care and the PBS
๐Ÿ”Ž Changes to discretionary trust taxation from 1 July 2028

Read our full update here ๐Ÿ‘‰ https://bit.ly/4wspDgl

๐Ÿ’ธ Insurance can be expensive and confusing, but a cheap price tag may end up costing you in the future. Cheaper insuranc...
12/05/2026

๐Ÿ’ธ Insurance can be expensive and confusing, but a cheap price tag may end up costing you in the future. Cheaper insurance may face more exclusions and have tougher claim conditions that work against you when you need it most. The savings you may have made can turn into your biggest financial setback.

๐Ÿ”’ The right insurance will come with a higher price tag, but it will provide you with real protection. You can be confident you claims will be paid, and cover is provided when you face major life changes. The right insurance will cover you in your most uncertain moments.

Don't place your trust in the wrong insurance โžก๏ธ https://bit.ly/4dknzhA

๐Ÿ˜ตโ€๐Ÿ’ซ It can be tricky managing your family's wealth. From dealing with multiple advisors who don't talk to each other, to...
07/05/2026

๐Ÿ˜ตโ€๐Ÿ’ซ It can be tricky managing your family's wealth. From dealing with multiple advisors who don't talk to each other, to fragmented decisions across investments, tax, and succession. Tensions within the family can result in lack of alignment and structure, and reactive rather than thought out planning.

๐Ÿ”’ A Family Office can help reduce stress and have all your wealth management centralised in one coordinated office. It can create clear structure aligning with long-term visions. It will not only help to protect your wealth across generations, but also create stronger family harmony.

A Family Office isnโ€™t just management; it's the protection of your legacy โžก๏ธ https://bit.ly/4uw7tbA

๐Ÿ’ธ Losing track of your super surely means it's gone forever. Forgetting to update your details during any life changes m...
04/05/2026

๐Ÿ’ธ Losing track of your super surely means it's gone forever. Forgetting to update your details during any life changes means they won't be able to find you. If your fund is unable to contact your for long enough, your money disappears. It can feel like not keeping track of your super means it will get lost to the system.

However, the ATO promises your misplaced super isn't gone forever, it's just categorised differently; so untraced super can still be relocated and claimed! ๐Ÿ’ก

๐Ÿ”น Lost Super: If your fund can't contact you or the account is deemed inactive (usually around 5 years).
๐Ÿ”น Unclaimed Super: When your fund can't find you, it'll get transferred to the ATO for safekeeping, and bonus, it can still earn interest until you claim it.

Learn more about lost and unclaimed super and how to claim it back โžก๏ธ https://bit.ly/4d3Lguq

Address

Suite 4. 01, Level 4, 9 Help Street
Chatswood, NSW
2067

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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