Priority1 Wealth Management Group is proud of its commitment to offer all new clients only true independent advice and transition all our existing clients to independent advice as soon as possible. We add significant value to clients by teaching skills, passing on knowledge, setting up the right routines, and we keep things on track, so we have people in control Read more...

Horvat Financial Advisors is a proudly independent financial advisory firm that specialises in providing advice on how best to maximise and manage your financial independence. We provide a personalised service to clients and their families, which enables them to live the lifestyles they desire with true financial certainty and freedom. Our approach is based on a depth of knowledge and Read more...

Horvat Financial Advisors is a proudly independent financial advisory firm that specialises in providing advice on how best to maximise and manage your financial independence. We provide a personalised service to clients and their families, which enables them to live the lifestyles they desire with true financial certainty and freedom. Our approach is based on a depth of knowledge and Read more...

We specialise in helping you understand your financial position, so you can create a roadmap to reach your goals and live with financial freedom. Holistic financial planning is about enjoying life how you want to, not just about paying the bills. It is about being free from financial stress. It is about putting you in the driver’s seat, with a Read more...

As independent financial advisers our mission is to give our clients the freedom to live the life they want without having any financial surprises. To do this we take our clients through a structured process with four distinct phases. This process is aimed at making sure we are all clear about their goals, there is an easy to follow plan Read more...

FM Financial Solutions is a truly independent financial planning practice committed to the provision of quality advice, with integrity and honesty. We aim to increase the certainty of achieving your objectives via the use of a ‘goals based’ investment approach combined with strong risk management. Read more...

As an independent advice business, we don’t have any conflicts of interest. Because of this, you can be sure we will put your interests before our own. You can also be sure we hold ourselves accountable to values that are uncompromised. We believe: In putting our clients’ interests before our own; In providing advice based on evidence and research; In Read more...

When Jacie Taylor of Periapt Advisory joined the Association in January 2017 (then called Independent Financial Advisers Association of Australia) she was South Australia’s first member and is now classified as a Founding Member of the Profession of Independent Financial Advisers. Jacie holds a Masters in Applied Finance (with Distinction), the highest education qualification financial advisors have in Australia. She Read more...