Financial Planning Services for Retirement
1. We Plan
We help you plan for independent living, exploring your lifestyle and living options in retirement. Our services ensure you are organised, removing the worry from:
Home care fees and charges
Options with the family home
Community/retirement living
Granny flat arrangements
Alternative care arrangements
Reverse mortgage/equity release
Pensions Loan Scheme
Downsizing
2. We Invest
We provide financial planning advice, helping you to structure your income and assets, ensuring your savings last, and giving you peace of mind:
Cash Flow and Projections
Maximising Centrelink Entitlements
Funding Home Care/Aged Care
Superannuation and Income Streams
Complex Centrelink Matters
Estate Planning
Department of Veterans' Affairs
Managed Investments
3. We Care
We help you understand if your chosen facility is affordable, and the best way to fund your care, minimising the impact on your income and assets:
Explain RADs, DAPs, DACs and RACs
Discuss all options available to you
Receive the best care you can afford
Maximise your estate assets
Minimise the fees you pay for care
Ensure you have the cash flow to fund care
Deal with all the paperwork (no more Centrelink queues!)
How can We Plan help you?
Get expert advice and guidance now.
Call (03) 8526 8961
Monday – Friday
9am – 5pm AEST
DISCLAIMER
This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of this document.
We Plan Pty Ltd (ABN 31 756 092 774) is a Corporate Authorised Representative of Vivid Financial Planning Pty Ltd (ABN 33 161 007 647) AFSL No. 478937