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As Australians navigate the complexities of the aged care system, understanding the financial implications is crucial – and the Aged Care Means Test plays a pivotal role in determining the costs of many services. Understandably, those seeking in-home care or entering aged care facilities want to ensure they are optimising their financial position and maximising […]

“Stage 3 Tax Cuts” have dominated headlines recently, understandably drawing the attention of Australian taxpayers. Initially set in motion by the Morrison government, these proposed changes are now undergoing adjustments under the Albanese government, with an aim to extend tax relief to a wider demographic, particularly individuals earning below $150,000 annually. The scale of benefit

In a labour market that is stretched thin, and with employees and job seekers holding the power in many employment negotiations these days, Australian businesses are seeking new ways to improve their attraction and retention of great staff – with Workplace Financial Advice often forming a key part of that strategy. If you’re a business

As the new year rolls in, it’s a perfect time for Australians to reassess their financial habits. Setting New Year’s resolutions is a tradition, but sticking to them, especially financial ones, can be challenging. Here, we’ll give you some practical tips to help you stay on track with your financial goals, whether it’s sticking to

Please note the Priority office will be shut for the holiday period from close of business at 12.00 noon on Friday 22 December 2023, and will reopen on Monday 8 January 2024. Can you believe the end of the year is upon us? As the year draws to a close, it’s a time of reflection

The holidays will soon be upon us, and while this is a time of joy, togetherness, and celebration, it also has the potential to put a sizeable dent in your finances if not planned properly. Effective budgeting is essential to ensure that you enjoy the festive season without the worry of debts or financial hangovers.

We are very excited to announce that we have acquired and merged with fellow AZNGA Group firm Wise Planners!   This exciting venture has come about from a desire to create a large multi-disciplinary professional services firm on Sydney’s north shore, specialising in wealth management, retirement planning, aged care, life risk insurance, and workplace financial

A Guide to Managing CPI & Cost of Living Increases You are likely aware that Australia is currently grappling with a significant cost of living challenge that affects just about everyone to some degree. As the cost of essential goods and services continues to surge, many Australians are feeling the strain on their wallets. So

What do you want to do when you retire? No matter how far off you are from calling it a day and leaving the workforce, you probably have some sort of vision for your leisurely, enjoyable retirement years. But how much money do you need to put aside to realise your dream? Recent research suggests

Understanding Different Personal Insurance Products We all work hard to grow our wealth and set ourselves and our families up for financial security. So, what happens when something goes wrong? Accidents and illness can happen with no warning, and can financially cripple those unprepared. This is where insurance comes in – but with so many