Priority Advisory Group

Why did we choose this Partner?

Priority Advisory Group is a boutique wealth advisory group on the North Shore of Sydney. They have strong values in relation to getting good outcomes for their clients who are business owners (small to medium sized) and individuals.

Dan Clarke is a talented, progressive adviser, who assists clients on their ageing care journey. We cross refer clients to each other as we have similar values in place. We are delighted to have them as a Strategic Partner.
Priority Advisory Group - A DR Care Solutions Provider

About

Why should you choose them?

"For more than 10 years, Priority Advisory Group has been delivering specialised Aged Care financial advice.

Our services apply whether you're accessing home care services, residential care or retirement villages."

 

Points of Difference:

"Priority Advisory is a licenced financial advice practice and advisers are nationally accredited.

We have a dedicated division, meaning we have the resources and experience to draw from in order to to deliver high quality advice to you or your loved one.

Especially, we are comfortable helping clients with complex financial needs including multiple entities and 'moving parts'.

Our clients tell us that we deliver them immense peace of mind. After speaking to us, they feel they are informed, have considered their viable options, and chosen the optimised path that's right for their specific needs."
About This DR Care Solutions Partner

How They Can Help

In what ways can they help?

Priority Advisory Group provides the following services across NSW and ACT:

  • Aged care fee calculation and projection.

  • Guidance on funding option.

  • Investment portfolio design and management.

  • Liaison with Centrelink.

  • Debt management.

  • Estate planning and generational wealth transfer.

  • Detailed financial modelling.
Key Services - How This Strategic Partnership Partner Helps DR Care Solutions' Clients

Contact Partner

Contact our partner to learn more about their business.
Priority Advisory Group - A DR Care Solutions Partner

DR Care Solutions

Proud To Partner With Quality Service Providers

Aged Care & Disability Care Solutions

 

* Disclaimer: a significant portion of the content contained on this page originates directly from the partner. DR Care Solutions does not warrant or accept any liability in relation to the IP, quality, operability or accuracy of the material. 

Free Initial Consultation

Let’s talk and see how we can help you with your care needs.

You may be the care recipient, carer, guardian or an employer seeking to support your employees with their care responsibilities.

Book a complimentary call with Danielle Robertson.

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Your Care | Your Support | Your Way 

Aged Care & Disability Care Solutions