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Priority Advisory Group

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Australia
Chatswood, NSW
Priority Advisory Group

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

20/10/2026

👨‍👩‍👧‍👦 It's overwhelming figuring out which advice best fits your family's situation. Complex advice with multiple advisers can have many risks if not handled properly. Generic advice for wealthy families can leave gaps and cause future issues.

A tailored family office can coordinate and bring structure to a family's financial ecosystem 🍃

✅ International investments and tax considerations.
✅ Business succession planning.
✅ Property and other significant assets.
✅ Philanthropic structures.
✅ Investment, legal, accounting and insurance advice.
✅ Strategies that evolve as family priorities change.

There's no one-size-fits-all, complex wealth requires coordinated thinking ➡️ https://bit.ly/4dMTPuW

14/10/2026

🌅 Catch us at the Retirement, Leisure & Health Expo Sydney on 14th & 15th November 2026 in Sydney!

🔭 If you’re 50+ and ready to explore new possibilities in health, leisure, and retirement living, come say hi at our booth! Now more than ever, sounds financial advice is the key to obtaining the retirement lifestyle you picture for yourself.

🌐 You can find more information about the expo and register here 👉 https://retireexpo.com.au/

👋 See you there!

12/10/2026

💰 Did you know Support at Home Personal Care is now fully government-funded for eligible participants?

📆 From 1 October 2026, approved personal care under Support at Home has no participant contribution when it is included in a person's support plan and sufficient funding is available.

Our latest article breaks down all you need to know 👉 https://bit.ly/4zNMDYf

08/10/2026

🕵🏼‍♀️ You might have lost super, but is it worth looking into? It's probably not worth that much, and it's just too hard and complicated trying to figure it out.

However, your lost super could just be simply sitting in an old fund or with the ATO, and finding it is way easier than people realise 💡

🔎 Check all your super accounts through myGov linked to the ATO.
💻 View active, lost, and ATO-held super balances in one place.
📞 Use the ATO's free phone service if you prefer to call.
📬 Submit a lost super form by mail if needed.
🏢 Visit a Services Australia centre for in-person assistance.

Just a few minutes of your day could help reconnect your money with you ➡️ https://bit.ly/4AQ4aQR

05/10/2026

🤷🏼 You don't have life insurance yet, but you're healthy so you'll just figure it out if something happens. Your current financial responsibilities like the mortgage, school fees, and bills will just take care of themselves. Life insurance just feels like another cost and responsibility you have to worry about, so you feel like you can leave it for now.

❤️‍🩹 While you might not need it now, it's important to have life insurance just in case something does happen unexpectedly. Life insurance provides a lump sum payment, helping to financially protect your loved ones if you're no longer there. It can be used to pay off debts, cover education costs, and support your family's ongoing lifestyle. Over one million Australian's are underinsured for death and TPD cover, leaving their families vulnerable. The right level of cover helps to protect the life you've built and provides peace of mind for your loved ones.

Life happens when you least expect it, don't leave your loved ones unprotected ➡️ https://bit.ly/3VhJFfD

02/10/2026

🫣 Investment governance is a system that protects investors, but without checks, oversight, or transparency, that can potentially leave investors exposed. Good intentions aren't enough when risks aren't assessed properly, and conflicts of interest are kept secret. Strong safeguards need to be put in place.

🛡️ Strong investment governance helps to protect your financial future. Investment governance ensures investments are thoroughly vetted and risks are carefully assessed. Advice is in alignment with your goals and risk profile, and conflicts of interest are managed transparently.

Find out how Priority Advisory Group can help you with our tailored advice suited around your needs and goals ➡️ https://bit.ly/3ULqsm8

29/09/2026

🤑 Your income gets a little bit of a boost, so you decide to put some of it towards that thing you've been thinking about. Might be a new subscription, maybe a new pair of shoes, or even a new car. All of these add up, and in the end your income boost doesn't feel like much.

Learn how to balance without sacrificing your future ⚖️

✅ Track spending and uncover hidden spending habits.
✅ Save a percentage of every pay rise or bonus.
✅ Separate needs from wants before spending.
✅ Automate extra income into super, investments or mortgage reduction.
✅ Set limits on lifestyle upgrades and luxury spending.

Don't let lifestyle creep ruing your financial future ➡️ https://bit.ly/4xOLXjG

24/09/2026

🤕 What if you suddenly couldn't work tomorrow? Your income may stop, but the bills won't. Illness or injury could keep you away from work for months, depleting your savings and building credit card debt that only adds extra stress. Government support may not be enough to maintain your lifestyle, all while your family still depends on you.

🔒 It's important to protect the income that protects your family. Income protections can provide up to 70% of your regular income and helps to cover everyday expenses while you recover. Insurance helps to reduce reliance on your savings and provides stability during uncertain times.

Protect the asset that funds your life ➡️ https://bit.ly/4yr5APy

14/09/2026

🆚 What's the difference between a Will and an estate plan?

While a Will is an important starting point, estate planning can extend to superannuation, insurance, asset ownership, trusts, business interests and arrangements for incapacity.

📋 Our latest article explores why these different elements should be considered together and highlights some of the circumstances that may prompt you to review your arrangements 👉 https://bit.ly/4xUEiRG

🪴 The Personal & Family Wealth team at Priority Advisory Group can help you consider how your broader financial strategy interacts with your estate planning objectives.

11/09/2026

🦉 Priority on the Water ⛵

Our amazing CSM team recently ventured upon a very deserved outing, enjoying a river cruise and lunch. They soaked up the wonderful weather, enjoyed some great food, and took the opportunity to connect outside of the office.

🌅 If they had it their way, we're sure they'd have stowed away on an adjacent cruise liner and sailed off for an extended break!

Address

Zurich Tower
Chatswood, NSW
2060

Opening Hours

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

Website

http://priorityag.com.au/

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