Investing in Retirement

In retirement you no longer have the ability to "ride out" share market corrections. It becomes even more important to keep your hard earned assets protected and generating the required return to achieve your goals and continue to support your family. We take this seriously, knowing that your lifestyle depends on it.

 

Aged Care

One of the hardest decisions we will need to make at some point in our lives will be how to place our loved ones into care, whether that be our parents, partner or relative. We work with a specialist team of advisers to help you through the most difficult decisions. We understand that these are not only financial considerations, but very much about your lifestyle and the life quality of the one you love. When it comes to care facilities, it is important that a range of factors are considered, not just price alone. Critical to the decision process is the need to seek financial advice on affordability, restructuring assets and the impacts on age pension and the level of income. Our experienced advisers will help you;

 

Centrelink Assistance Service

You have worked hard all of your life. You are entitled to benefits such as your travel card and pharmaceutical benefits, but are you getting all you are entitled to receive from Centrelink in government assistance? We know the hardest and most unwelcome part of trying to ascertain what you are entitled to is dealing with Centrelink itself. You know that feeling when you experience a long wait at the Centrelink offices for an appointment; the long queues and frustrating wait times to speak to a telephone officer; and the confusing paperwork and review process.

 

Understand and assess the options available to you and determine which type of care facility which meets your needs

Understand the financial implications of the most appropriate type of care and work out a suitable approach for you

Manage the application and administration processes for you

Manage the ongoing arrangements for you

We can make a hard and emotionally challenging predicament that much easier for you and your family.

 

This website contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making an investment decision.