Multiple Complex Strategy, Comprehensive Advice, Negotiation, Documentation, Implementation, Facilitate ACAT, Centrelink and Nursing Home. Assist with Relocation, Removalist, Pet Accommodation and Extra Services.
Face to Face, Zoom or Skype meeting, Meet and Greet, Answer client questions, Initial Fact Finding, Identify Client Goals and Objectives, Identify and Agree on Scope of Advice and beginning Strategies, Identify Family agenda, Comprehensive Information Session, Review of current situation, Understand the client’s Personal Health, Capacity and Family Circumstances, Review existing Estate planning, Identify any Issues for attention, Identify and Agree on Financial Planning Services fees and charges, Budgeting Strategies and recommendations, Debt management - structuring your affairs to clear inefficient debt also using debt to your advantage to build wealth, Complete a comprehensive Fact Find, Strategy Review includes; Budgeting and cash flow strategies, Debt management Strategies, Review Age Pension payments, Tax effective strategies, structuring and planning, Superannuation strategies, Retirement planning, Centrelink and Department of Veteran Affairs and Strategy Opportunity, Estate planning circumstances and Strategy Opportunity, Cash Flow illustrations, Retirement adequacy 'Gap' analysis and Strategy, Assistance to understand and complete the Combined Assets & Income Test forms from (Centrelink) Dept. of Human Services, Assistance to understand and complete the Admission forms for the Aged Care Facility, Risk Analysis - Protecting the things that are important to you from the risks of life i.e. loved ones, assets, income, lifestyle and business, Investment advice and portfolio construction, Superannuation advice and portfolio construction, Financial Product recommendation, Self-managed super funds (SMSFs), including appropriateness, investment strategy, analysis and strategies, multiple Follow up meeting(s), Age Pension Application/Update and/or Assistance with Combined Assets & Income Test, Supplemental Modules and forms from (Centrelink) Dept. of Human Services, Identify and document multiple complex, multi entity, Strategies and recommendations and alternatives with a Statement of Advice (SoA), ongoing availability for up to three months from engagement, Completion of any Financial product applications, Implement any Financial Product recommendations, Post implementation review, Centrelink and Department of Veteran Affairs Documentation & Implementation, Home Care Packages and In-home care options, Retirement Village advice, Assistance with sourcing a Residential Aged Care facility, Negotiation of RAD and DAP, Assistance with understanding cost of entry to a Residential Aged Care Facility, Residential Aged care strategic advice, Explain Residential Accommodation Deposits (RAD/Bonds,) and Daily Accommodation Payments (DAP), Provide information on aged care fees and charges, Engage on clients’ and Family’s behalf with Centrelink and Nursing Home, Assistance with admission to a Residential Aged Care Facility, Nursing assistance with move, Completion of any Financial product changes or applications, Assistance to review and complete all documentation and the Admission forms for the Aged Care Facility, Consideration of legal documents, Arrange removalists, storage etc, Facilitate ACAT Assessment, Rehousing of pets via Angel Paws Inc.
$7,500 + GST