Expert advice for your golden years
Aged Care Financial, investment advice, superannuation and Centrelink.
Aged Care home help
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We have placed every aged care home on a straightforward and easy-to-use map. This allows you to begin your search by quickly identifying the most conveniently located aged care providers.
With just a few clicks, you can explore options near you, simplifying the first step in finding the right care for your loved ones.
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The government Aged Care Star Ratings offer an unbeatable opportunity to compare aged care provider quality.
The depth and timeliness of this information is the best resource for Australians making an assessment of the quality of residential aged care providers.
No sponsored ads, placement fees, or bias. Make the most of a system designed to help you compare and assess the quality of aged care providers.
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Expert help is needed to cut through a complex financial story at a time of high emotion and stress.
Any help to alleviate the complexity of this process is going to save time and reduce the stress of an already emotional and difficult situation.
We help you understand affordability.
Solve Government complexity
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Applying for, and receiving your age pension, and all the entitlements on time and without hiccups makes strong financial sense.
Whether you are just working out if you are eligible for the pension, or you want a tune up on making sure you are getting all the pension you are entitled to - we can help.
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Confusing rules and a difficult application process means many Australians miss out on help they are eligible for.
We can help you work out if you are eligible and make sure your application is a success.
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The Home Equity Access Scheme is designed to help you use the value of your home to top-up your day to day cash for living.
There are some important things you need to consider when taking part in this scheme. We can help you make the most of this scheme when taking into account your eligibility for the age pension and other entitlements.
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The Australian Government has established specific rules for older citizens, beginning at age 55. These rules undergo significant changes at ages 60, 65, 67, and 75.
Unfortunately, many Australians fail to reap the benefits of these rules.
This is often due to inadequate guidance from companies that either fail to ask critical questions at crucial times or solely focus on managing investments.
Our approach sets us apart.
By partnering with our clients throughout their entire retirement journey, we strategically plan to maximise every opportunity. Our comprehensive services ensure that every aspect of retirement planning, from government rule navigation to personalised investment strategies, is tailored to our clients' unique needs.
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Navigating the intricate web of Local, State, and Federal Government departments, along with their perplexing eligibility rules, can be overwhelming. This complexity often leads many Australians to miss out on entitlements they rightfully deserve.
Our mission is to ensure that our clients never miss out on the opportunities and benefits that the system is designed to provide. We offer expert guidance to navigate these complex rules, ensuring you fully leverage the support available to you.
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Life is unpredictable, and this is especially true during retirement. Having experts who understand your unique situation and are experienced in addressing the challenges faced by older Australians is crucial.
Our team is always available to our long-term clients, ready to respond to any situation with a deep understanding of their individual circumstances.
For new clients, we offer specialized assistance in navigating complex areas such as aged care, and deciphering eligibility for government payments and programs.
Partner with us for expert help
Simplify your retirement
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We capitalise on the extensive expertise and experience of the world's largest fund managers. This collaboration ensures access to top-tier investment strategies and insights.
Our belief is that partnering with these prominent organisations significantly reduces our clients' investment risks, paving the way for more reliable and superior long-term returns.
By entrusting the day-to-day management of investments to these industry leaders, we can concentrate on identifying and capitalising on a myriad of client-specific opportunities.
This approach allows us to dedicate our efforts to navigating the complexities unique to the life of an Australian retiree, ensuring our clients receive tailored, holistic financial solutions.
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Managing life's demands is becoming increasingly challenging. This is where having a dedicated point of contact can significantly simplify your life. By providing personalised assistance and streamlined communication, we ensure that your needs are met efficiently and effectively.
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Partnering with a group dedicated to retirement-specific issues ensures that your interests are always at the forefront, especially as rules evolve.
You can have peace of mind knowing that we stay abreast of the latest changes and strategically adjust to protect and advance your interests.
We know about retirement and can make sure you find out about what is important to your situation.
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There are plenty of organisations keen to manage your money. Most of them are very well resourced and compete for your business.
We help you work out who is going to manage your money and make sure they are providing value for money, and the right service for you.
Investing with purpose is very important to many of our clients, and we can help you align your beliefs with your investment choices.
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Things could be pretty straightforward - then things can change dramatically.
A need for savings to fund medical expenses, aged care, family needs, a holiday. A rapid change in market conditions.
Sometimes you need a sounding board, as well as some specialist knowledge to crunch the numbers and keep you aware of the pitfalls.
This is what we do.
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Here is where it pays to be organised.
There are so many different programs for retirees. All well intentioned, but from different levels of government, different departments, and varying from state to state.
Also - you may not be eligible for a program now, but things may change in the future. We help you stay on top of this.
How Later Life Advice can help you.
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Things change - and your plans should reflect this.
As retirement specialists this is what we watch the closest - we keep you up to date with changes and opportunities.
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How do you plan to spend the rest of your life? This is something we are good at.
They key is to put in the work to come up with a realistic plan - and check in to make changes over time.
A good plan includes a close look at spending, and a clear understanding of how the government will help - now, and in the future.
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As boring as it sounds, this is probably the key focus.
Are your investments setup right? Have you applied for everything you should? Does your plan make sense? Have you got a plan for when things change? It feels good to be organised right? We can help.
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