Aged care advice

Understand the range of care options and how the aged care system works

Understand the complexities and substantial costs of Aged Care

Determine the financial implications of keeping or selling your home

Evaluate the options and strategies for your accommodation payment

Review strategies to maximise your age pension and minimise aged care fees

Aged pension and retirement planning advice

We will review your current personal and financial situation and provide advice,

where possible, to give you the best result for your existing entitlements

Provide ongoing Centrelink liaison support whereby we can assist you with

your day to day dealings with Centrelink and your ongoing reporting obligations

Investment services

Investments (managed funds)

Investments (annuities)

Personal insurance advice

Term life insurance

TPD insurance

Trauma insurance

Income protection insurance

Business expenses insurance

Key man insurance

Buy/sell insurance

Self-managed superannuation advice

Establishment of the fund

Formalising the funds investment strategy

Provide tailored Investment advice to the fund

Provide tailored Life insurance advice to the fund

Superannuation advice

Maximizing Centre Link

The structure of Life insurance to save you money.