Older Residents Benefits

• Optimised income solutions from trusted, specialist advisers
• Taxation planning & minimisation
• Wealth retention & creation strategies
• Long term care funding & Risk management strategies
• Estate planning & trans generational wealth transfer
• Centrelink optimisation – both immediate, and into the future
• Lower fees and better overall results than traditional models – especially when you consider eventual residential care fees
• Trans-generational wealth transfer advice for clients and their beneficiaries
• With Specialist advice from someone who knows and cares