Disclaimer: Any advice provided in this discussion is only general in nature. For advice that relates to you personally, please seek the advice of a qualified and trained professional. Making arrangements to move into later life often includes arrangements for aged care or in home care. So often … [Read more...]
Will you still be entitled to the Age Pension?
The Federal Budget contains significant changes that will affect everybody to varying degrees if all the legislation goes through. There are additional changes already set for those retired or looking to retire and obtain the age pension. These changes take effect January 1st 2017. I’ve been … [Read more...]
Being the Swiss army knife
My role as Financial Advisor is multifaceted and I see myself more as a fixer. I often see people when they are at their most vulnerable – the death of a loved one, a financial mess after divorce, a family feud involving money. On the other side I see young people wanting to get their financial … [Read more...]
Aged care and financial options
When we were young we dreaded our parents giving us ‘that talk’ about the birds and the bees. Now, years and years later the game has changed and many of us avoid having ‘that talk’ with our parents about their plans for the future particularly in relation to aged care. We are so busy with our … [Read more...]
Don’t worry about your future… That’s my job!
When Pamela arrived for an appointment in my office I could tell straight away that she was very stressed. She is a single mum aged 45 caring for an ageing mother and two young daughters. They all live together in a house that her mother owns. Pamela’s mother is becoming very frail and it is only … [Read more...]