What's important about money to you?
Feel confident in your finances
Spend without guilt
Avoid being a burden to your family.
Support and protect those you love
Make work optional
Live in a better place
Feel confident in your finances and life goals through planning a better life.
Lets spend time goal setting around your asperations of what's important about money to you.
Financial Checkup
A financial checkup is a systematic look at the complete state of your finances.
It can be useful to perform a financial checkup annually and after any major life event, such as a marriage, divorce, birth, or death.
Your checkup should include your superannuation and other savings, your debts, your estate plan, and your insurance coverage, among other topics.
To begin with, review any major changes in your life that have taken place since your last financial checkup. Have you changed jobs, gotten married or divorced, welcomed a new family member, received an inheritance, bought a home, moved, or retired?
NDIS Plan Management
Take the stress out of your NDIS journey
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Make sense of your NDIS plan, manage your funds more effectively and let our Plan Managers help guide you through your NDIS journey.
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We take care of handling payments, claims, and managing your NDIS budget, so you can focus on finding the right supports and providers that suit your needs and goals.
Retirement Planning and Superannuation Advice
How much money you’ll need to retire?
Most people can now expect to live well into their 80s. This means if you stop working in your mid-60s, you'll need retirement income for 20 years or more.
Making a retirement plan can help you manage your finances, and cope better as your life and priorities change.
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Your main options are:
an account-based pension
an annuity
a lump sum, or
a combination of these.
Or consider a transition to retirement strategy.
Check if you're eligible for the Age Pension, government benefits or seniors concessions. See how tax on retirement income works and where to get help if you need it.
Weigh up the pros and cons if you’re considering downsizing your home, or a reverse mortgage or home equity release product.
Life Insurance Advice
Life insurance can help protect you and your loved ones financially if something unexpected happens.
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Needs calculation
What's covered and what's excluded under policy’s
What information you'll need to give an insurer
Information on premiums and how they change over time
Waiting periods before you make a claim
How to make a claim
Also check whether you already have life insurance through your super. Make sure you're not paying for insurance twice.
Aged Care Advice
Are you struggling to cope with the volume and complexity of information about aged care options and how to fund the costs?
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As an Accredited Aged Care Professional, I have the specialist skills and knowledge to support you on your aged care journey; whether it’s about accessing home care or residential care, for you or a family member.
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Accredited advice can assist you with your financial decision-making process to help you access and fund an appropriate aged care solution for your circumstances.