Today was an opportunity to deliver value and some Aged Care Advice to an intimate audience of carers, faced with having to make lots of tough decisions about their Loved Ones care. Having been through the process twice myself, I know it’s a time where everyone deserves to be heard and respected. I was there…
Downsizing is not a dirty word… The government recently introduced the ‘downsizer contribution’ as one of a number of measures aimed at improving housing affordability; giving those 65 and over the opportunity to contribute up to $300,000 to superannuation after selling a qualifying property without standard contribution eligibility rules applying. The thing is there’s no…
Communication is key to all forms of success, particularly financial success! Recently I met with a husband & wife, in their home, thinking we were all on the same page…that we were having a conversation about how they could move forward over the next few years. Instead I walked into a hostile environment, with a…
Have you ever googled something only to discover there should be a simple answer…but there’s not? Recently I spoke with a prospective client, she and her sister were at loggerheads over making a decision for their mother’s care. Sister A) is willing to seek advice, after all she know’s this is one of my specialty…
Ever found yourself with good intentions..? You know, like when we’re planning to start, but it’s too darn hard to get started? Action is need but it’s easier not to start. It’s the same when people decide to do something about improving their financial situation. Not only can starting be hard to do, sometimes we…
Hands up gardeners! You know the feeling you get when your seeds finally turn into plants, when things bloom? Well, did you realise those same types of feelings can apply to your financial journey too? Planning for your future is a little like gardening, you don’t haphazardly toss seedlings around or shove seedlings in the ground…
Most Aussie workers have at least one superannuation account. They’re more common than super powers! Superannuation is most commonly referred to as super in the land of Oz. The federal government view is that your super is meant to fund your retirement, yet for most Aussies have no idea of what their ‘super’ investments are…
In the past few weeks I’ve been contacted by a number of upset women, mainly suffering from broken hearts and dreams and all anxious about their futures. All had had their dreams shattered by a relationship breakdown and hoping to figure out where they stand financially even though their hearts were aching. What scared me…
Wow I see some interesting family dynamics when it comes to dealing with seniors… Some families have a principle focus on supporting family members and ensuring their safety. Yet, other times I see people trying to take advantage of senior loved ones…people the seniors should be able to trust to look after their best interests.…
I often encounter families going through challenges and frustration regarding a loved one’s entry to aged care. Often the biggest problems are: – people (carers) being both physically and emotionally overwhelmed from looking after the person needing care. Then trying to make sound decisions, decisions that come with long lasting implications, whilst both mentally and…
CALL NOW