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Priority Advisory Group

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Chatswood, NSW
Priority Advisory Group

Your Future. Our Priority. Priority AG is a Financial Advice practice based in Chatswood, New South Wales.

18/06/2026

🥳 This month, we're celebrating a very special milestone.

Congratulations to Jacky Ng, who has reached his 10-year work anniversary with Priority Advisory Group!

Over the past decade, Jacky has grown into an outstanding Financial Adviser, building lasting relationships with clients through thoughtful, holistic advice and a genuine commitment to helping them achieve their financial goals. The consistently positive feedback we receive from his clients is a testament to the trust he's earned and the exceptional outcomes he delivers.

As an adviser, Jacky is a trusted sounding board for clients navigating everything from wealth creation to retirement and Aged Care. Around the office, we value his cheeky sense of humour and meaningful contribution to our team culture.

Jacky has been an important part of our journey, and we're incredibly grateful for everything he has brought to Priority. We look forward to seeing him continue to grow and help even more clients achieve positive financial outcomes in the years ahead.

👏 Please join us in congratulating Jacky on this fantastic milestone!

15/06/2026

☂️ If you have cover through your super, you may think that's enough without much question to it. However, it only covers the basics and leaves your family with little to no plan or cover if something goes wrong. Your assets may not be enough to ensure financial security, and decisions may be made against your wishes.

📑 Making sure you have clear nominated beneficiaries in place, and calculating your cover based on real financial needs add more future financial security. Creating a well structed plan for the long-term future, and accounting for debts, potential future costs, and factoring in your assets and ensure your wishes are understood and kept.

Understand life cover and leave your family feeling secure ➡️ https://bit.ly/43x0sfs

12/06/2026

🤔 You may have heard of SAPTO - but do you really know if you're eligible or not?

🏦 The Seniors and Pensioners Tax Offset (SAPTO) is one of Australia's most valuable retirement tax benefits, yet many eligible retirees don't fully understand how it works or whether they qualify.

📰 Our latest article explains:

✔ What SAPTO is
✔ Who can access it
✔ Why self-funded retirees may qualify
✔ Strategies that can help maximise retirement income

A little knowledge can go a long way when it comes to reducing tax and improving financial confidence in retirement. 📈 https://bit.ly/4fZyjVV

09/06/2026

😵‍💫 Understanding the different aged care costs can be confusing and overwhelming. What's the difference between lump-sum payments vs daily payments? Why do costs differ between residents? What other costs do you need to consider? Too many questions. Too many numbers. Too confusing.

To simplify it, there are three main cost categories 💡

🏡 Accommodation: Paid via RAD (lump sum), DAP (daily), or both, only covers room and facility costs.
⛳ Everyday Living: Meals, cleaning, laundry, utilities, lifestyle - contributions may vary based on income and assets, and increased government support for lower-means residents.
❤️‍🩹 Care Services: Government funded clinical care (non-clinical support may require contributions, lifetime caps to protect residents.

Understand aged care fees and how they work ➡️ https://bit.ly/3RYe6pl

05/06/2026

😬 Money is a stressful topic so it can feel easier to just not talk about it. Having the money talk with your kids so early is pointless when it's "invisible" these days. You just tap and go, and having credit is normal. If you managed to figure it out on your own your kids should be fine.

💡 However, it's more important than ever to make sure your kids understand money. Whether it's physical or digital cash, every choice has a consequence attached to it. Ensure your kids know how to budget, save, invest, and create healthy spending habits early to set them up for future success.

Help your kids to be money smart ➡️ https://bit.ly/43QOEVk

03/06/2026

🔭 Building wealth is rarely about one perfect financial decision. More often, it comes from small, consistent habits repeated over time.

Our latest article explores the financial decisions your future self may thank you for - investing early, reviewing your super, protecting your income, building financial resilience and more 💪

If you’ve been meaning to take your long-term financial planning more seriously, this is a great place to start ▶️ https://bit.ly/49zHfNz

28/05/2026

🗞️ The May edition of the Priority Newsletter hit subscriber inboxes recently, covering:

✒️ How Aged Care Advice Differs to General Financial Advice
⚖️ Financial Stress: A Planning Problem or an Income Problem?
🦹 Common scams to watch out for at EOFY
➕ and announcements from around the firm

Check it out here ▶️ https://bit.ly/4wPNUgJ

25/05/2026

🧮 The popularity with online insurance calculators has been increasing and it can be an easy tool to use when doing your own research. If it gives you an estimate or recommends a policy, it can be easy to trust it at face value. However, when like all research you shouldn't always take the first piece of information you see.

💡 While online insurance calculators are a great tool, it needs to be understood that they are just a starting point. Their information relies on averages and assumptions rather than being tailored to suit your specific needs. It's important to remember, your insurance should be personal, not generic.

Learn more about how online insurance calculators work ➡️ https://bit.ly/4v9Bxu9

22/05/2026

📈 When you think of investing you may think of keeping your eyes on the market at all times watching for changes and jumping in when a deal looks good. You may bounce between constant buying and selling, or chasing short-term trends. This can be exciting and feel like active investing and like you're in more control. However, this type of reactive investing can be more stressful, have increased costs and fees, and put you at risk of emotional decision making rather than logical.

⏳ Long term investing can sound boring and slow, but with the right patience and discipline, you can build a diverse portfolio that builds wealth without a constant need to watch over it. This type of investing may feel less exciting and will require more patience, but will be less stressful and build a more secure wealth pit.

Understand how to invest and maintain your busy lifestyle ➡️ https://bit.ly/3Rs0KkU

18/05/2026

🫂 Aged care is so much more than simply another financial planning conversation. In reality, it is one of the most complex financial and emotional transitions a person can face.

Our latest article explores why aged care advice differs from general financial advice, and why specialist guidance can make such a significant difference when navigating fees, pensions, family decisions, and long-term care planning. 💙

Understand your options early, reduce stress and support better decision-making for everyone involved by starting here ▶️ https://bit.ly/4ucVvnP

Address

Suite 4. 01, Level 4, 9 Help Street
Chatswood, NSW
2067

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://priorityag.com.au/

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