The biggest challenge the client faced was understanding the intricate fee structure associated with aged care. With fees such as the Refundable Accommodation Deposit (RAD), Daily Accommodation Payment (DAP), and other costs like Means Tested Fees and Additional Services Fees, the financial landscape was complex.
There are a variety of situations where the catch-up concessional super contribution can help a client’s financial situation, some examples are: Client Example THE SCENARIO
As Financial Advisers, we provide couples or individuals with strategies to help manage their finances at various stages of life. We are going to start
That is indeed the question! It is not uncommon for retirees who receive the Centrelink Age Pension to take on a little extra work. The
One of the very first questions we often get asked is ‘how much will financial advice cost me?’ And our answer is, ‘Would you ask
When it comes to travelling, people LOVE to give their Top Travel Tips. And I have some of my own for you. “The world is
To be ‘exempt’ or NOT to be ‘exempt’. That is the million-dollar question when it comes to Centrelink and the treatment of assets. Given that
The year is 1992 – Paul Keating is running the show, Paul Mercurio’s famous knee slide manoeuvre steals hearts in Strictly Ballroom, our home town
Well here we are in July – on the downhill run now until Christmas! – Not sure about you, but I feel like I keep
There has been a lot of talk in the media and at the family BBQ about interest rates going up and how this is affecting
For the month of May there are a few things I want to discuss. Before we get into the headline question on this blog, we
