Lance Shofer's Colleagues at Priority Advisory Group
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Priority Advisory Group
Lance Shofer's Company Details
At Priority, we believe partnerships are the hallmark of great financial advice. We take the time to really understand our clients so that we can provide personalised advice that's tailored to their individual needs and goals. We work alongside our clients, and their families, to keep them accountable to their goals which translates to achieving their financial and lifestyle aspirations.We are a financial advice practice that provides holistic financial advice to professionals, small to medium business owners, and families with intergenerational wealth. We have been helping clients achieve their financial goals since 1987 and specialise in helping clients with complex needs.Our team of experienced financial advisers and client relationship team, share a common purpose – to make a positive difference in the lives of our clients. We never provide a one-size-fits-all solution.