Advisory Service Packages
Contact us today for a no-obligation 30min conversation to determine how we can assist and save you time, money and stress in the future.
Laying the Foundation
This service is about getting to know you and what's important to you and your family as you start to plan for your retirement lifestyle and care needs.
You will receive general guidance and information on how to navigate our complex retirement and aged care system. We will discuss your current situation and suggest relevant service providers and pathways to help you get organised.
We will support conversations you need to start having with your partner, family and loved ones to the lay the foundations for choice, respect and dignity in your retirement and frail years.
This service is about enabling you to make decisions relating to your retirement lifestyle and care needs.
Our team of licensed financial planners and accredited aged care professionals will provide you and your family with strategic options and advice that is tailored to your individual circumstances.
Our personalised advice document will provide you with alternatives and longer term projections as they relate to your finances, tax and estate, so you can make decisions not just for now but for the future.
We will help with implementation of your retirement and care strategy and hold your hand for the initial three months to ensure you and your loved ones have everything organised for you to move ahead with confidence.
This is our most comprehensive service which gives you personalised advice, implementation support and regular reviews to give you and your loved ones complete peace of mind.
You will be supported by a dedicated Relationship Manager who will work with our community of licensed financial planners, accountants, lawyers, aged care professionals and other professionals as maybe required to meet your needs and goals.
This package also includes a full Centrelink/DVA liaison and admin service to help with paperwork and conversations with multiple government agencies and departments.
Post implementation of your lifestyle and care strategy - we will meet with you or your loved ones twice a year (more frequently, if required) to review any changes to your personal situation and/or changes in the retirement and aged care system which can impact your lifestyle and care objectives.