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Priority1 Wealth Management Group

Priority1 Wealth Management Group

5.0(14 reviews)See reviews ↓·Melbourne

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

Asset growth, insurance protection and preparation for retirement run through the accounts left by clients of this Ringwood North practice. Much of the feedback centres on Corin Jacka, whose grasp of the industry and whose habit of tailoring advice to each household's circumstances are noted again and again. Reviewers frequently point to how clearly the range of options is set out and how involved they felt in reaching decisions, rather than being handed a finished recommendation. The administrative load is another theme, with documentation and dealings with other parties lifted from clients' shoulders by the team around him.

Families building homes, welcoming children and running their own businesses describe steady progress in their asset position over many years, alongside cover that kept pace with those changes. Philippa and the wider staff are acknowledged for making the move into retirement straightforward and low in stress. Those who have stayed for close to a decade point to honest, carefully weighed guidance, transparent fees and continuing support as markets, policies and incomes shift, leaving them with fewer worries and more confidence in where their finances sit.

Reviews

Reviews are taken from publicly available sources.

LP
Leonie Parsons8 April 2025

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.

PD
Paul Dessent11 March 2025

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

RT
Robyn Theunissen17 February 2025

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.

KC
Kevin Carns11 February 2025

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

GK
Greg Kerri Clark (Greg and Kerri)30 January 2025

We highly recommend Corin & his team. They have been a great help to us over many years

PH
Peter Hayes29 January 2025

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!

DS
Daniel Simms28 January 2025

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.

RankProviderRatingReviewsOpen Sat.
1Priority1 Wealth Management Group (this page)★ 5,014No
2Horvat Financial Advisors Pty Ltd★ 5,01No
3On Point Wealth★ 5,02No
4My Wealth Solutions - Financial Advisors & Planners★ 5,010No
5Stephan Independent Advisory★ 5,02No
Contact
+61397259078priority1.net.auShop 1/204/206 Warrandyte Rd, Ringwood North VIC 3134
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
WednesdayClosed
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed