Priority1 Wealth Management Group
About the company
Based in Ringwood North, Melbourne, the firm services clients all over Australia. It specialises in providing ongoing, independent financial advice for people approaching or in retirement. The firm holds its own licence, which it alone owns and runs. It retains no commissions of any sort. It charges no percentage-based fees, only flat dollar fees. It meets the new higher FASEA education standards. Services include strategic advice, education, portfolio management, investment selection, and risk management.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
The help and advice I have received from Corin and Philippa has been excellent and very much appreciated. I have less worries and more confidence that my finances are in good hands.
We were recently introduced to Priority 1 Wealth Management Group by friends. Upon our first meeting my wife and I decided to change our financial advisor to Priority 1 Corin is extremely knowledgeable in this industry with a strong focus on providing updated and detailed financial advice specifically to clients needs. This approach is reflected when dealing with all the team at Priority We highly recommended this company for all financial services and planning Cheryl and Paul Dessent
Corin and the Priority 1 team gave us clear direction as we move closer to retirement. All our options were explained clearly and we felt very much a part of the decision making process. The laborious task of completing documentation and dealing with the relevant parties was taken out of our hands and handled by the team. The support is ongoing as markets, policies, incomes may change to ensure we are always getting the most out of our financial situation. I would highly recommend reaching out to Priority 1 to see how they can help you make your money work for you.
Corin and his staff have made our transition into Retirement very simple and stress free. There knowledge and understanding of our situation was excellent and we would highly recommend Priority 1 to anyone requiring financial advise and assistance for their future
We highly recommend Corin & his team. They have been a great help to us over many years
We have been clients of Priority 1 since the day they commenced business, and we haven’t looked back since! Corin, Philippa and Lee-Anne have consistently provided exceptional financial advice, support and communication over the years. Their professionalism, approachability and attentiveness make them a pleasure to work with. They truly listen to our needs, are always contactable and follow up in a timely manner, giving us complete confidence in their advice. Beyond their outstanding service, their dedication to charitable work highlights their genuine commitment to helping others and putting their clients first. If you're looking for trustworthy and knowledgeable financial advisors, I highly recommend Priority 1!
Corin has been a wealth of financial knowledge and support to my family and I for coming up to 10 years. His expertise has helped my Wife and I see continual growth in our asset position throughout this time, whilst ensuring our insurances were adequate to protect us throughout the building of our family home, the birth of our children, and the evolution of our different business interests. His transparent business model and fee structure means we are very comfortable that he's giving advice based on what is right for our family. Thanks as always for your support Corin, we sincerely appreciate it!
Financial advisers & planners in Melbourne compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Priority1 Wealth Management Group (this page) | ★ 5,0 | 14 | No |
| 2 | Horvat Financial Advisors Pty Ltd | ★ 5,0 | 1 | No |
| 3 | On Point Wealth | ★ 5,0 | 2 | No |
| 4 | My Wealth Solutions - Financial Advisors & Planners | ★ 5,0 | 10 | No |
| 5 | Stephan Independent Advisory | ★ 5,0 | 2 | No |
