Everyone wishes for their retirement years to be comfortable and to be able to easily afford the things they love to do. We can help you to decide when you can afford to retire, ensure your investments are set up appropriately for this important new stage of life and assist you to keep things on track over time.
Moving homes, into a retirement village or into aged care can be challenging and emotional and we are here to take away the stress of deciding what you can afford and how best to structure things. Decisions you make at this often difficult time can have far-reaching consequences for your social security payments, your investments and your longer term cash flow and portfolio values. If you are helping out a family member, you have the added responsibility of making the best decisions in a complex area on someone else’s behalf, as well as dealing with other family members who may have different ideas.
We are specialists in retirement financial advice, aged care financial advice and retirement village financial advice.
Based in Greensborough Melbourne Victoria, we also service surrounding north-eastern suburbs including Watsonia, Macleod, Rosanna, Montmorency, Eltham, Lower Plenty, Diamond Creek, Briar Hill, Viewbank, Bundoora, Templestowe, Donvale and Doncaster East.
We normally also offer in-home consultations to make things easier for you, but these are not available during lockdown periods.
If you need financial advice for retirement living from a retirement living specialist, financial advice for aged care from an aged care specialist, or financial advice for a retirement village move from a retirement village specialist, give us a call.
We will work to understand your situation, provide objective advice on the best option for you, or your loved one, and ensure that your ongoing finances are simple, easy to manage and affordable.
We will also help you to fully implement our advice including providing updates to Centrelink or DVA if needed.
Contact us today to book an initial consultation, either via Zoom video call or over the phone.