Our Services
Informative - Complimentary
Start your journey with us via an initial phone call with an Adviser and complimentary information pack.
Click the link below to book a time using our online bookings page.
Admin Support
The next step is to have an initial meeting with an Adviser to discuss your goals and current situation. We can organise Services Australia paperwork and liasie with your solicitors, investment providers and aged care facilities where required. Our experts are available to answer your questions and hold your hand through the entire process.
FREE: for our aged care clients we provide a free reconciliation of fee statements after entry into care, to confirm you are being charged correctly.
Financial Planning
The next step is for us to prepare formal financial advice to determine the viability of your retirement or aged care journey and to ensure your assets and income are structured correctly. This advice will outline our recommended strategies and investment recommendations. Financial advice is provided via a formal financial plan and will be presented to you in a follow up meeting.
Ongoing Support
Our ongoing service package provides ongoing financial advice and strategy updates, including investment management & market research. We provide quarterly Services Australia updates and reconciliation of facility statements if applicable. We can answer any questions that arise along the way and provide admin support with probate and estates and financial advice for beneficiaries.
Group Information Sessions
Do you live in an over 50’s or retirement village and think your community would benefit from an information session about Aged Care? Let us host a morning tea at your place free of charge.