Seminars

We host free events every quarter on a range of helpful topics – including aged care and retirement planning seminars. We’d love for you to join us for a relaxed yet informative presentation. It’s a great way to meet our advisers and ask any general questions before making an appointment. Simply click on an event below to find out more and register.

| |
3
August
3 August 2022
Today “Retirement Living” is a broad spectrum that covers everything from in-home assistance to independent retirement village accommodation. So whether staying in your family home is your priority – or downsizing and seeking a community environment is your preference, there are options available to you. Likewise, “Aged Care” can cater for those in need of low-level care to high-level care.
| |
3
November
3 November 2022
Today “Retirement Living” is a broad spectrum that covers everything from in-home assistance to independent retirement village accommodation. So whether staying in your family home is your priority – or downsizing and seeking a community environment is your preference, there are options available to you. Likewise, “Aged Care” can cater for those in need of low-level care to high-level care.

Get in touch

This field is for validation purposes and should be left unchanged.

Latest insights

A financial planner can provide advice on a whole range of financial matters you could be dealing with at different life stages. They can help you manage your debts, plan for retirement, save for your kids’ education and invest in assets, including property. Whether you’re buying your first home, starting a family, changing careers or planning for life after your kids leave the nest, financial planning can offer you all sorts of benefits..
At a time when both share and fixed interest volatility is heightened, it’s important to point out the importance of looking at the long term returns and riding out any short-term hiccups. It’s also worth noting that interest rates on cash are still very low, so while it’s a safer option compared to shares, it’s not necessarily a profitable one given the current inflationary environment. That’s where alternatives come in and why we often include them in our portfolios.
What is deeming? Services Australia (Centrelink) use “deeming” rules to work out income from your financial assets. The actual “deeming rate” (refer below) is the rate of income the government assumes a person's financial assets have earned. It forms a part of the income test for certain Centrelink payments, including the Age Pension. It can affect how much Age Pension a retiree receives.