We Plan

We Plan We are Aged Care and Centrelink Specialists. Together, we plan for your future so you can get on with today.

We can help you maximise your pension and minimise the costs of care, providing peace of mind for you and your family.

We are here again today at the Seniors and Disability Expo. Come by and say hello! :)
23/11/2019

We are here again today at the Seniors and Disability Expo. Come by and say hello! :)

In case you were wondering, we provide financial planning advice for all your loved ones, even the furry ones! Still tim...
22/11/2019

In case you were wondering, we provide financial planning advice for all your loved ones, even the furry ones! Still time to catch us at the Seniors & Disability Expo today, or all day tomorrow with Rosie Bouton

Happy Friday! Come and see me at stand SB10 at the Seniors and Disability expo, Melbourne Exhibition Centre. On today an...
21/11/2019

Happy Friday! Come and see me at stand SB10 at the Seniors and Disability expo, Melbourne Exhibition Centre. On today and tomorrow. We have loads of giveaways and offers aplenty. Hope to see you there! :)

We help you understand if your chosen facility is affordable, and the best way to fund your care with minimal impact on ...
08/10/2019

We help you understand if your chosen facility is affordable, and the best way to fund your care with minimal impact on your income and assets:

- Understand the options available to you
- Receive the best care you can afford
- Maximise the estate assets you leave for loved ones
- Minimise the fees and charges you pay for care
- Ensure you have the cash flow to fund your care, now and in the future
- Deal with all the paperwork (no more Centrelink queues!)
- Ensure your pension and aged care fees are up to date
- Save you time, money, and help you to avoid family issues

If you have any questions or you would like to book a meeting with us we are available on (03) 8526 8961.

We can help you to understand the financial options available to assist you living independently, including:- Home care ...
08/10/2019

We can help you to understand the financial options available to assist you living independently, including:

- Home care fees and charges
- Options with the family home
- Community/retirement living
- Granny flat arrangements
- Alternative care arrangements
- Reverse mortgage/equity release
- Pensions Loan Scheme
- Downsizing

If you have any questions or you would like to book a meeting with us we are available on (03) 8526 8961.

We provide personal financial advice, helping you to structure your income and assets to give you peace of mind:- Cash F...
08/10/2019

We provide personal financial advice, helping you to structure your income and assets to give you peace of mind:

- Cash Flow and Projections
- Maximising Centrelink entitlements
- Funding Home Care/Aged Care
- Superannuation and Income Streams
- Foreign Pensions & Defined Benefit Schemes
- Estate Planning
- Managed Investments
- Debt Reduction
- Insurance

If you have any questions or you would like to book a meeting with us we are available on (03) 8526 8961.

Address

39/93 Wells Road
Chelsea Heights, VIC
3196

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61385268961

Website

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