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.
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.
Support with Services Australia & Centrelink / DVA & Aged Care Provider
By helping you with Services Australia, we can maximise government aged care subsidies, and by helping you with Centrelink / DVA we can maximise social security support.
Dealing with Centrelink/DVA can be time-consuming and confusing. It's made easier if you understand their rules and regulations…or if you have someone who does, like us.
We will help you with Services Australia and Centrelink or the DVA by assisting you to complete the Aged Pension and Aged Care - your cost of care form/s and assist you in obtaining your Assessment. We will be your Correspondence Nominee with Services Australia to arrange your initial Assessment. Then you can decide if you want us to continue
Aged Care Financial Planning
Are you struggling to cope with the volume and complexity of information about aged care options and how to fund the costs?
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.
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.