Retirement Village Financial Planning Your Guide Through Life's Biggest Transition
Are you considering a move to a retirement village? You're about to make one of the most significant financial decisions of your life. Don't navigate this complex journey alone.
Here's what our expert guidance can reveal:
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Don't leave hundreds of thousands of dollars to chance. Just as you'd hire a lawyer to review a major contract, it's crucial to have a financial expert in your corner.
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For just $395, you get:
- A comprehensive 90-minute financial audit
- Tailored advice from Australia's only retirement village financial specialists
- A clear roadmap for your financial future
- Peace of mind for you and your family
Our meeting will involve talking about and an explanation of options such as;
WHAT KEEPS OUR CLIENTS UP AT NIGHT
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I'm about to invest a huge sum in a retirement village. Am I making the right choice?
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Will this move drain my life savings and leave nothing for my kids?
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What if I need more care later? Can I afford it?
Am I missing out on government benefits I'm entitled to?
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What if I outlive my money?
Don't let these worries rob you of the retirement you deserve. Let us help you find the answers.
HERE'S HOW WE TRANSFORM YOUR RETIREMENT JOURNEY
Comprehensive Financial Review
We'll examine your entire financial picture, uncovering opportunities and avoiding pitfalls.
Retirement Village Contract Analysis
We'll break down the fine print, ensuring you understand every clause and its long-term impact.
Centrelink Benefits Optimization
We'll structure your assets to maximize your pension and other entitlements.
Future Care Planning
We'll prepare you financially for potential care needs, so you're never a burden on your family.
Estate Planning Strategies
We'll help you balance enjoying your retirement with leaving a legacy for your loved ones.
Investment Structure Review
We'll ensure your wealth is positioned to support your new lifestyle and future needs.
Tailored Action Plan
You'll walk away with clear, actionable steps to secure your financial future.
Here’s a real example of a result
from a previous meeting
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WHAT OUR CLIENTS SAY
I was about to sign a retirement village contract that would have cost me thousands in hidden fees. This audit saved me over $100,000 over five years!
I never realized I could structure my assets to get more pension AND leave an inheritance for my kids. This advice was worth every penny.
1.Why do I need financial advice for moving to a retirement village?
Moving to a retirement village is a major life and financial decision. The contracts are complex, and the wrong choice could cost you hundreds of thousands of dollars. Our specialized advice ensures you make the best decision for your unique situation.
2. How is your service different from my regular financial advisor?
We are Australia's only financial advisors specializing exclusively in retirement village transitions. We understand the nuances of these contracts and how they interact with your overall financial picture in ways general advisors often miss.
3. Can't I just rely on the information from the retirement village?
Retirement villages provide information, but they're not looking out for your best interests. We provide unbiased, comprehensive advice that considers your entire financial situation, not just the village contract.
4. What if I decide not to move to a retirement village after our meeting?
That's perfectly fine! Our goal is to help you make the best decision for your situation. If that means not moving to a village, we'll help you plan for alternatives that better suit your needs.
5. How soon should I get advice before moving to a retirement village?
The earlier, the better. Ideally, start planning 1-2 years before you intend to move. This gives you time to optimize your finances and explore all your options without pressure.
6. Can you help if I'm already living in a retirement village?
Absolutely! We often help current residents understand their contracts better, negotiate with management, or plan for transitions to higher levels of care.
7. Will this affect my pension?
It might, but we'll show you how to structure your move to maximize your Centrelink benefits. In many cases, we've helped clients increase their pension payments.
8. What if my partner and I disagree about moving to a retirement village?
This is common. Our neutral, fact-based approach often helps couples find common ground and make decisions they both feel good about.
9. How do I know if I can afford a retirement village long-term?
That's exactly what our audit is designed to determine. We'll analyze your assets, income, and the village costs to give you a clear picture of long-term affordability.
10.What makes your service worth $395?
Consider this: you're about to make a financial decision involving hundreds of thousands of dollars. Our fee is a tiny fraction of that, and the insights we provide often save our clients tens or even hundreds of thousands of dollars. Can you afford not to get expert advice?