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    Protecting what our clients
    have worked so hard to build…

OUR PROCESS

Discover

We will start by establishing a crystal clear understanding of your personal and business circumstances and identify what is important to you. Our advisors will then discuss and educate you about risk insurance solutions and determine your budgetary guidelines.

Research

We will then conduct thorough market­wide research across all insurers and carry out in-depth policy & contract analysis, a pre-assessment of any medical & financials issues with insurers and an in-depth premium analysis.

Advice

Next comes a discussion with you about the outcome of our research and an evaluation of the proposed levels of cover. We will make recommendations on new or retained policies and guarantee transparency on all fees and remuneration.

Implementation

We will arrange all your paperwork, fast­ tracking any medical & financial requirements. We negotiate medical loadings or exclusions and also manage any existing policies that are to be retained.

Claims Assistance

We manage the entire claims process, arranging all your paperwork, working  in collaboration with you and your family to ensure prompt payments, and of course negotiating on your behalf.

Annual Review

We provide a summary of schedules and taxation information. Each year we will ensure your policy remains appropriate, discuss your levels of cover and make amendments if required.

OUR SPECIALITY

SPECIALIST RISK ADVISERS

Priority Life has made this industry and its products our specialty, providing clients with up- to-date market research and recommendations on the best value and best terms available, directed at specific personal and professional needs.

WE SOLVE PROBLEMS OTHERS CAN’T

Due to Priority Life’s strong relationships with insurers and thorough analysis and advice process, we have the ability to overcome any difficulties and make the ‘too hard’ basket disappear.

WE CUT THROUGH THE RED TAPE

We do our best to assure skillful, hassle-free, fast underwriting, because we understand how valuable your time is.

WE WORK FOR YOU AND ONLY YOU

Priority Life has built a solid reputation for our fierce loyalty to the client. We consistently strive to deliver each client the best policy from the best insurer. Our client is our priority, which means from application, to claim or cancellation, Priority Life is with you all the way.

WE ARE HERE FOR YOU, ALWAYS.

We pride ourselves on a personalised, ‘boutique’ approach to customer service. We make the time to meet with you in person, because we are passionate about laying strong foundations for long-term relationships.

…AND WE’RE HERE TO STAY

Priority Life has been working hard to protect Australians for over 20 years.  As a robust and long-established business, we look forward to the next 20 years and beyond…

MEET THE TEAM

David Davidson - Managing Director
David Davidson
Managing Director
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Wayne Boudrie
Risk Adviser
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Bradley Gecelter
Associate Partner
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Moshe Chaiton
Paraplanner
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Sabrina Donnelly
Paraplanner
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Michelle Akhidenor
Administration Assistant
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Jay Nguyen
Senior Paraplanner
Joshua Davidson - Senior Paraplanner
Joshua Davidson
Senior Paraplanner
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Lucy Young
Office Manager
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Rebecca Morris
Associate Adviser

1992

Established in 1992 as David Davidson Financial Solutions, our company began as a holistic financial planning business.

2000

In 2000, we decided to leverage our unique skill set and specialise exclusively in Risk Advice. With this change our new company name was born. We became ‘Priority Life’. We embarked on a new chapter with our central goal remaining the same; to provide the highest level of service to a variety of clients.

NOW

Our business has evolved from a one-man operation, to a dynamic advisory firm with multiple advisers and support staff. We offer top level expertise in life insurance solutions, with a particular focus on an “end-to-end” process for every client. Whist we specialise predominantly in solutions for medical professionals, we are also considered an advisory leader for legal and accounting firms, business owners and corporate partners. We will discuss an array of solutions available to suit our client’s individual needs.

LATEST NEWS

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Is my policy off the shelf or tailored to me?

All too often, medical specialists are referred to Priority Life with off the shelf policies. The problem with this is that the...

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Will you be paid in the event of a Heart Attack?

Many of you will continue to pay your premiums every month, year in and year out, without actually researching whether or...

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Can I work during my Income Protection waiting period?

For most self-employed doctors, the answer to this question can have an enormous impact on their ability to claim and manage...

CONTACT

We would be delighted to answer any inquiry you might have about your financial affairs, just use the form below or choose one of the alternative methods of communication.

We’re available from Monday to Friday,
07:30-19:00 to take your call – 1300 122 436

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