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Priority Planners has been providing wealth advice services to help people grow, manage and protect their wealth since 1988.
We can help you create the financial security that lets you focus on what’s really important in your life. Find out more about us, our services and our team.
Priority Planners is part of Genesys Wealth Advisers Limited, a network of around 350 wealth advisers in 130 practices across Australia. Genesys provides financial services to around 100,000 Australians and advises on more than $8 billion of investments and over $80 million in annual individual risk insurance premiums (as at 31 March 2009).
Priority Planners is part of Genesys Wealth Advisers Limited, a network of around 350 wealth advisers in 130 practices across Australia. Genesys provides financial services to around 100,000 Australians and advises on more than $8 billion of investments and over $80 million in annual individual risk insurance premiums (as at 31 March 2009).
Our Clients
We work with people from all walks of life who wish to be responsible for their own financial situation and destination. Our clients range from those just starting out in their careers to retirees wishing to make the most of the wealth they have accumulated in their working lives. Ultimately we want to make work optional.
Assisting business owners and professionals to maximise and protect their financial circumstances are particular areas of expertise.
Starting out with a young family?
Having a young family can be a balancing act. Trying to balance work with family and home budget for mortgages, school fees, operating cars and having enough left over for some small luxuries.
At Priority Planners we can help in putting together a strategy that makes the balancing act easier. We specialise in strategies that can focus on debt reduction and risk management at this stage of your life and move you into the wealth creation phase.
