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Considerations when moving into a retirement village

Living in a retirement village in Australia offers many lifestyle benefits, especially in regions like Geelong and the Surf Coast where demand is growing. Rather than viewing it as simply a good or bad financial decision, it’s important to consider personal preferences and financial circumstances, as value can vary greatly between individuals.

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How to Access Home Care Support

A truism in Australia is that no matter your financial situation, you will never go without. And this rings true for the elderly and frail.

There are a multitude of support mechanisms for in home support and in this article we explore the steps involved to obtain a federally funded home care package.

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Am I eligible for Carer Allowance?

Carer Allowance is a hugely underutilised supplementary payment provided by the Australian Government to individuals who provide daily care and attention to someone with a disability, medical condition, or who is frail aged. In this article, we explain the primary eligibility criteria.

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How will the sale of my home impact my age pension?

Selling your home can impact your Age Pension in Australia, depending on how you handle the proceeds from the sale. Here’s a breakdown of the key points based on current rules as of 2025: Long Term Strategies If you have surplus proceeds following the changeover of your principal home, you may want to consider these strategies to…

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Investment Market Update – Iran and Israel conflict

Every quarter, our internal investment committee meet to reflect on the times we are in and strategically position client accounts for coming months and years.  The outcome of this month’s meeting will be shared with you, our clients, at some point in July. Until then, in what has become a fast-moving matter in the Middle…

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