Priority Advisory Group - Chatswood (NSW)

5 /5 Maureen Ngeow: Dan Clark and his team at Priority Advisory Group have been looking after me for several years now. The advice is always sound and measured and I rely on Dans advice for a wide range of issues. I am currently transitioning to retirement and this has only been possible due to planning that has taken place over the past years under Dans guidance. Dan has a very disciplined approach while also taking a very holistic view of the clients life and lifestyle. I have referred several people to Dan and his team - I am very confident they will also enjoy the same results.

5 /5 Glenn March: My wife and I have dealt with Priority Advisory Group for a number of years and have found their approach both very professional and friendly. From its inception our self managed superannuation fund has increased in value above the market average, even through the turbulence connected with the share market. They realise that our fund is very important to our financial future and therefore our complicated portfolio of local and international shares plus cash must be very secure plus geared for the long term. We receive monthly newsletters to ensure we are in touch. We are also able to chat with our professional advisor and arrange a personal meeting to suit without any fuss. We would be very confident in recommending Priority Advisory Group as an asset to anybody with similar interests and goals to ourselves. Thank you!

5 /5 Kate Jones: After previously feeling complete overwhelm with financial planning and therefore trying to do mine myself, I was fortunate to find Dan at Priority Advisory Group - and for that Im very grateful. Dan explains things easily, clearly, and over and over again if need be! His genuine care and interest in doing whats right both for me and by me is clearly evident. He is very reassuring and explains varying options, enabling me to make confident, conscious and ethical decisions. His generosity of time prior to me officially becoming a client was also brilliant, in that he took the time to give a lengthy, online chat about where Im at, listening to my concerns and thoughts and what ifs, and from there he outlined what my options currently were at the time, what my options could be, and the general "where to from here"... essentially giving me good reason to go ahead and become a client - he was clear in a very viable financial plan for me, leading into retirement. There are options for tapping into his, and his admins services as and when needed. Being from regional Australia, and 5 hours drive away, Dan is available for zoom chats and appointments etc, and he also makes himself available and meets for times when I am in Sydney to go over things face to face if possible. Thanks so much Dan for helping me, and for giving me the confidence I needed, and for reassuring me that if I invest well now, I wont be on Home Brand, and Clean Skins for life! Cheers, Kate

5 /5 Iris Wainer: We have been with Priority advisory group for over 30 years. They have been very trustworthy, supportive and helpful. We now have Jina Bao looking after our portfolio and her advice has been invaluable. She always has time and gets back to you really quickly Would highly recommend this company

5 /5 Melanie De Cressac: Really impressed with the service from Priority, over many years and two different advisers (one retired). They cover the full scope of services, including aged care assistance for which Im grateful, it is helpful when managing affairs for family members. Highly recommend Dan Clarke and the team at Priority.