Golden Age Advisory
Financial Services - Townsville City, Queensland, Australia
Golden Age Advisory Employees
Golden Age Advisory Details
Golden Age Advisory is a boutique planning business specializing in and committed to providing Retirement Living and Aged Care Financial Advice and Legal strategy advice to Senior Australians and their families. Includes Specialist Aged Care advice, Centrelink Strategy, Post Retirement Strategy, Pension, Wealth Management, Risk, Superannuation and SMSF Strategic advice and services.We have a significant understanding of Retirement planning, Lifestyle management, Insurance, Superannuation and Centrelink issues and strategy and specialise in providing financial advice to people who have family members moving into Residential Aged Care facilities. Aged care is a complicated area and is often compounded by emotional aspects.Areas within Aged Care advice that we can help with are –• Providing families informed choice and the peace of mind to be able to make an important decisions for their families,• Simplifying the Jargon,• Discussing RAD & DAP and evaluating the best combination of payment and methods for affording and meeting the ongoing cost of care,• Calculating and optimising the Means Tested Fee for Residents,• Maximising the Estate Assets for family beneficiaries,• Ensuring Government Income payments are maximised,• Helping clients with the complicated Centrelink forms and processes,• Estate Planning.
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