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.

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2 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.

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Latest insights

I recently read an article in the FPA’s Money and Life Magazine that offered 7 ways to change your money mindset and behaviour for the better and how to feel richer for it and thought I would share them with you:
Australian house prices have declined for the second month in a row in June - and the pace of losses is accelerating sharply. According to CoreLogic's market-leading index, house prices across the five largest cities fell by more than 0.8% (on average) in June following on from a 0.4% loss in May.
For all Age Pensioners and Commonwealth Seniors Health Care Card holders (and other Concession beneficiaries) in SA, now is the time to apply for your Cost of Living Concession if you haven’t already… This year’s Cost of Living Concession is a one off payment of at least $224.60 and Age Pensioners can get up to $449. The application process is pretty simple by entering some basic details online (or via the paper form) but you do need to apply before December 31, 2022 to receive the payment.