www.inspiredmoney.com.au
Life Event:
Aged Care. We take you through the following steps to help you identify what areas are affected and what you need to consider. Making it: Identify your eligibility to any government entitlements We use your Income Plan to free up surplus funds to achieve your goal. Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
Growing it: Decide whether to sell or keep your home We use your Investment Plan to explore your investment options and empower you to choose what’s best for you. Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
Enjoying it: Determine how your income needs will be met as you age We use your Retirement Plan to help you achieve your ideal retirement. Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Preserving it: Evaluate the suitable distribution of your assets We use your Estate Plan to ensure that the right assets, go to the right people, at the right time. Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
“ If you set goals and go after them with all the determination you can muster, your gifts will take you places that will amaze you.” — Les Brown
25
