Retirement Planning
Retirement is always a goal for everyone once our working career is over. But how much in funds and assets is enough is order for you to retire? This is where we can help for you to plan for the retirement lifestyle and live the retirement you have always dreamed of.
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Centrelink Entitlements
We are happy to complete the eligibility process with you on applying for the Age Pension, Concession Cards to assist on services and medicines, or being a nominee to overlook your Centrelink account.
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Aged Care Strategies
We are specialists with Aged Care at Accountplan. We can facilitate with the new transitions and help with advice on your assets, cashflow and income needs, as well the rules and regulations around aged care.
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Superannuation Strategies
Whether it is contributing extra to your Superannuation fund, consolidating super funds, having the correct investments based on your risk tolerance or finding out the current rules on caps and thresholds; we can help you through this. We can also give strategy advice on Self-Managed Super Funds.
Personal Insurances
Life, Total and Permanent Disability, Income Protection, Trauma and Business Expense Insurances are important to have for future circumstances. Having the right cover for you and the correct sums insured would keep you and your family at ease. You may also have insurance inside your Superannuation fund.
Estate Planning
Reviewing Estate Planning arrangements such as a Will, Power of Attorney and Advanced Health Directive are important to implement based on your wishes before and after passing away. A prearranged Estate Plan can help with control of assets, financial affairs and wishes for medical care.
Other Financial Matters
Our team can aid and support in many other matters such as windfalls and inheritances, budgeting and cashflow, saving for a home and use of funds from selling your home. We can also give assistance in annuities, funeral bonds and share portfolios and tax effective investment strategies.