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Priority Advisory Group

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Chatswood, NSW
Priority Advisory Group

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

14/07/2026

⌛ Life is so fast paced, and when you don't have a plan in place retirement can sneak up on you. Suddenly your medical bills rise, tax surprises can reduce your savings. Making decisions for your super can be overwhelming and your dream retirement and turn into your biggest financial stress.

🗂️ Planning your retirement early by using transition to retirement strategies can set you up effectively for the future. Accessing your super becomes less confusing and future medical costs are accounted for. You can build a stress-free retirement income, and with professional advice, manage future tax implications.

Create financial certainty for your retirement years ➡️ https://bit.ly/3WADHEe

10/07/2026

Do you know the difference between Life, TPD, and Trauma Insurance? If the answer is "not really", you're not alone...

They are often grouped together in conversation, yet each is designed to protect against a different financial risk. In our latest article, we explain:

✔️ What each type of cover does
✔️ When each may become relevant
✔️ Why they often work best together rather than as alternatives
✔️ How your insurance needs can change as your life evolves

Check it out here ▶️ https://bit.ly/4vkg6WI

07/07/2026

📊 When you see everyone else buying the same stock it can be easy to jump on the trend with them. If everyone is investing surely that's a good thing, right? The panic and anxiety sets in and you may feel the need to jump in before it's too late without doing research first.

💡 However, investing in something just because it's popular isn't a strategy. Herding bias can inflate markets and cause crashes because people act out of FOMO rather than researching before investing. The smartest investment decisions are made when professional advice is sought out, or by sticking to your strategy.

Don't let the crowd make your investment decisions ➡️ https://bit.ly/4woPchu

03/07/2026

⌛ Aged care costs can quickly erode savings if planning is left too late. Residential care, in-home support and specialised dementia care can all carry significant financial commitments. Without a clear understanding of future costs, assets and income may not stretch as far as expected.

💡 Effective aged care planning starts with understanding the likely costs of care and assessing available assets, investments, pensions and income streams. Forecasting future financial needs and exploring government support programmes can help reduce expenses and improve long-term financial security.

Don't let aged care drain your funds ➡️ https://bit.ly/449DLhM

25/06/2026

📬 The latest Priority newsletter has landed!

Our subscribers received the June edition direct to their inbox last week, featuring:

📆 Get Prepared for June 30
🔎 SAPTO Explained
🤝 What Your Future Self Would Thank You for Doing Today
➕ and more!

Check it out here ▶️ https://mailchi.mp/priorityag/priority-advisory-group-newsletter-june-2026

23/06/2026

‼️ Not understanding your financial options for aged care can leave you at a disadvantage. Assuming all options are the same can leave you scrambling at the last minute and making your choice based on urgency rather than tailoring it to your needs. Making rushed decisions can cause you to overlook star ratings and specialised care options leaving you at a loss.

✅ The first step is understanding the type of options you have; home care, residential, respite and private facilities. Having that basic understanding can help you to tailor your care choices to your needs, lifestyle and budget. Planning early and staying informed can ensure you're left with flexibility when it's time to make a decision.

Plan strategically so your care suits your future needs ➡️ https://bit.ly/4eq9npb

18/06/2026

🥳 This month, we're celebrating a very special milestone.

Congratulations to Jacky Ng, who has reached his 10-year work anniversary with Priority Advisory Group!

Over the past decade, Jacky has grown into an outstanding Financial Adviser, building lasting relationships with clients through thoughtful, holistic advice and a genuine commitment to helping them achieve their financial goals. The consistently positive feedback we receive from his clients is a testament to the trust he's earned and the exceptional outcomes he delivers.

As an adviser, Jacky is a trusted sounding board for clients navigating everything from wealth creation to retirement and Aged Care. Around the office, we value his cheeky sense of humour and meaningful contribution to our team culture.

Jacky has been an important part of our journey, and we're incredibly grateful for everything he has brought to Priority. We look forward to seeing him continue to grow and help even more clients achieve positive financial outcomes in the years ahead.

👏 Please join us in congratulating Jacky on this fantastic milestone!

15/06/2026

☂️ If you have cover through your super, you may think that's enough without much question to it. However, it only covers the basics and leaves your family with little to no plan or cover if something goes wrong. Your assets may not be enough to ensure financial security, and decisions may be made against your wishes.

📑 Making sure you have clear nominated beneficiaries in place, and calculating your cover based on real financial needs add more future financial security. Creating a well structed plan for the long-term future, and accounting for debts, potential future costs, and factoring in your assets and ensure your wishes are understood and kept.

Understand life cover and leave your family feeling secure ➡️ https://bit.ly/43x0sfs

12/06/2026

🤔 You may have heard of SAPTO - but do you really know if you're eligible or not?

🏦 The Seniors and Pensioners Tax Offset (SAPTO) is one of Australia's most valuable retirement tax benefits, yet many eligible retirees don't fully understand how it works or whether they qualify.

📰 Our latest article explains:

✔ What SAPTO is
✔ Who can access it
✔ Why self-funded retirees may qualify
✔ Strategies that can help maximise retirement income

A little knowledge can go a long way when it comes to reducing tax and improving financial confidence in retirement. 📈 https://bit.ly/4fZyjVV

09/06/2026

😵‍💫 Understanding the different aged care costs can be confusing and overwhelming. What's the difference between lump-sum payments vs daily payments? Why do costs differ between residents? What other costs do you need to consider? Too many questions. Too many numbers. Too confusing.

To simplify it, there are three main cost categories 💡

🏡 Accommodation: Paid via RAD (lump sum), DAP (daily), or both, only covers room and facility costs.
⛳ Everyday Living: Meals, cleaning, laundry, utilities, lifestyle - contributions may vary based on income and assets, and increased government support for lower-means residents.
❤️‍🩹 Care Services: Government funded clinical care (non-clinical support may require contributions, lifetime caps to protect residents.

Understand aged care fees and how they work ➡️ https://bit.ly/3RYe6pl

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

Website

http://priorityag.com.au/

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