Having worked in financial services for over 40 years and, specialising in aged care and retirement living advice since 2012, I decided to establish my own business to help clients navigate “all things in retirement”.
My service is all about you to ensure outcomes are modelled on your unique set of circumstances, whether they be financial or not.
Being mobile, allows you to decide how you wish to conduct our meetings. During our meeting, I ask about what motivates you, what keeps you awake at night, what you wish to achieve now, what you wish to achieve in the future, so we can work on bite sized goals. Armed with this information, you will be well equipped to consider everything more logically, not emotionally, allowing you to make conscious financial decisions.
My specialist areas of focus?
Everything in retirement whether it be financial or not.
Determining how long your money will last and putting strategies in place to ensure you have enough money to live off for the longer term.
Review any taxation and estate planning implications that may need further investigation and/or advice.
Assist you to determine what government assistance you might be eligible for.
Downsizing your home - explaining the differences between over 50’s lifestyle parks and retirement communities as well as project management of the process, if required.
Identify where opportunities exist to maximise your DVA/Centrelink entitlements.
Applying for or managing your DVA/Centrelink file.
Navigating the complexities of moving into aged care, re-structuring assets and dealing with the various government departments.
Identifying other areas of advice that you may require and refer you to other professionals, if required
These are all retirement strategies to ensure you enjoy a comfortable lifestyle throughout your retirement. By reviewing your plans annually, will allow you to keep on track as well as to reduce or mitigate any obstacles that may get in your way.
For a complimentary 20-minute initial phone consult, please give me a call on 0415 094 256.
