Retirement Planning – Finance
Most important questions to ask your financial advisor Planning for your retirement can be confusing and tricky, especially if you want to make the most out of this next stage of life or have specific goals.
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ou may be looking forward to slowing down, spending time with the grandkids, or volunteering, or doing the exact opposite and heading into another job or travelling the globe. The best people to assist you in making sure you can live the retirement lifestyle you want to live from a financial point of view are a financial advisor or consultant.
Tailored advice A financial advisor can help you work out the finer details and tailor their advice to your particular circumstances. They should have your best interest at heart and are obligated to leave you in a better position financially than when you first started with them. Rosie Bouton, Principal Financial Planner and Aged Care Specialist at
We Plan Financial, says depending on the type of financial assistance you are looking for, a financial advisor can help you plan for retirement in both the short and long term. She recommends always being open with your financial advisor about your financial situation so they are better able to service your financial requirements. “The best way into a financial relationship is to be open and honest and to make sure you are not withholding any information. The more information you can provide to your advisor, the better,� explains Ms Bouton.
Transitioning a loved one to a care facility can be challenging for the whole family. There are many decisions to make and the options can be confusing. That is where we come in. Our practise knowledge and experience of the industry have supported our clients and their families navigate through the Aged Care System. Aged Care Financial Advisers are well respected in the Aged Care industry and understand how to best help. We focus on our service delivery, providing you with the right information and answers to your questions. Together we explore your options and support you in choosing what best suits your unique circumstances. We are there for you providing advice and support throughout the process with no ongoing fees in Aged Care.
Derek Armstrong Aged Care Specialist Masters Financial Planning 1300 554 393 info@acfadvisers.com.au
Aged Care Financial Advisers www.acfadvisers.com.au
SUPPORTING FAMILIES ACROSS AUSTRALIA YourRetirementLiving.com.au
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