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Entering into a Retirement Village
should be an exciting transition.
However, it can also be an emotional and stressful experience, particularly when confronted with the complexities of contracts, fees, and the pension
implications of the transition.
Our Retirement Village Guide is here to provide you with a roadmap for the journey ahead.
Advice for every stage of your retirement
Personalised Financial Advice for your Retirement
Deploy a financial planning
strategy with full insights and protect your family's well-being.
Your financial advice will include the development of a payment structure to cover aged care arrangements.
We include long-term mapping of various financial scenarios; including renting or selling the family home, and specialist investment solutions so you can make informed decisions.
We will implement your financial structure with ease, and do the leg work for you!
We take care of implementing the program including administration and execution that includes submission of relevant paperwork [and phone calls] to various groups including Centrelink.
We take the hassle out of the execution phase, so you can take care of the important things.
You can move forward with confidence that our expert team are here to navigate the process for you.
Why Use Us?
Trusted Advice Since 2001
We have helped hundreds of clients realise greater financial security. Offering a holistic approach coupled with over 20 years of experience, enables us to unlock more options for your families aged care situation.
Fast Turn Around
We understand that aged care can often be unexpected, and because we are the aged care specialists, we can setup a financial structure and solution, including execution, quickly.
Save Tens of Thousands of Dollars
With a tailored strategy developed by one of our financial advisers specialising in aged care, and the right asset structure, you can ensure that your loved ones are setup with a long term plan and reduced financial burden.
A Passion for Aged Care & Retirement Transitions
We have a deep understanding of the emotional stress when organising aged care. We will work with you and your family to structure financial solutions that meet your needs.