PLAN YOUR TOMORROW WITH UNITE ADVISORY
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Understanding your Needs: We understand navigating the complexities of aged care can be overwhelming. We will understand your personal circumstances and financial arrangements.
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Exploring your Financial Picture: Our financial advisers will review your income streams, current savings and expenses to understand how we can help you plan for your aged care options.
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Statement of Advice: With a clear understanding of your goals and preferences, we will create a tailored solution to help you understand and explore your options and manage your wealth for a stress-free retirement.
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Continuous Support: We know that life evolves, and so do your care needs. Our team will continue to guide you and adjust your financial plan as needed.
OUR KEY OFFERINGS
Aged Care Financial Planning
Our team will understand your unique financial situation and prepare a financial plan that balances care costs with long-term financial sustainability. We will help you understand various aged care options and government concessions and restructure your assets for a secure future.
Centrelink Advice
Navigating Centrelink’s rules and assessments requires careful planning. We will guide you with income and asset assessments, file forms and manage the application process and ensure your finances are structured to maximise your entitlements for aged care support.
Estate Planning
We will understand your wishes and help implement strategies to ensure the tax-conscious distribution and transfer of assets for future generations.
Asset Restructuring
We assess your asset portfolio and guide you in restructuring assets to improve Centrelink entitlements, minimise care fees, and maximise your retirement savings.
WE ARE ASSOCIATED WITH
