Retirement Village Financial Advice

Retirement village is usually a delicate subject to discuss, and usually involves complex concerns such as sorting out your estate or dealing with Retirement village providers.

Providing Retirement village advice requires specialist knowledge. Your adviser must have a full understanding of the sensitive issues involved as well as regulatory considerations in the Retirement village sector.

RVFA offers comprehensive Retirement village advice that can help you resolve important issues in retirement such as:

  • RetiremenDecisions about your family home (whether to downsize, sell, or reverse mortgage).t Village accommodation
  • Managing your investments.
  • Coordinating with Retirement village providers.
  • Liaising with government agencies to help you avail of your Retirement village entitlements.

Our specialist advisors will help you with these issues as well as any other issues you may need to resolve relevant to your Retirement village arrangements.

Worry-Free Retirement Planning

Managing your financial affairs during retirement can be complicated.

No wonder, many Australian seniors and their families are overwhelmed by the process.

Accessing pension entitlements, organising entry into Retirement village accommodation, filing tax documents, and other necessities can be challenging to navigate.

But the stress could double up once seniors realize they are paying extra thousands of dollars annually because of important details that they have missed out.

This is where a professional Retirement village specialist can really help you.

Our aged care advisers can help take the stress out of financial planning and help you determine the steps you need to take for a comfortable retirement.

Talk to a Specialist in Retirement village Advice Today.

Managing your financial affairs during retirement can be complicated.

No wonder, many Australian seniors and their families are overwhelmed by the process.

Accessing pension entitlements, organising entry into Retirement village accommodation, filing tax documents, and other necessities can be challenging to navigate.

But the stress could double up once seniors realize they are paying extra thousands of dollars annually because of important details that they have missed out.

This is where a professional Retirement village specialist can really help you.

Our Retirement village advisers can help take the stress out of financial planning and help you determine the steps you need to take for a comfortable retirement.

  • 1300 007 832

RVFA has been working with Australian seniors and their families so we can cut the financial stress that comes with this important yet highly complex life phase.

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Our Free Guide

“Your Free Guide to Aged Care Finances” is a FREE Download that explains how the aged care system works & covers:

  • Types of care – low/high care, extra service
  • How to pay the RAD
  • Retirement Village fees and charges
  • Implications for the pension
  • What to do with the family home
GET THE GUIDE

© 2021 Journey Wealth trading as Retirement Village Financial Advice ABN: 42 634 913 616 is a Corporate Authorized Representative of Leishman Financial Services; AFSL 227747 Financial Services Guide

SHAUN GANGULY IS AN AUTHORISED REPRESENTATIVE OF LEISHMAN FINANCIAL SERVICES PTY LTD AFSL 227747. SHAUN GANGULY IS EMPLOYED BY JOURNEY WEALTH PTY LTD ABN 42 634 913 616 WHICH IS PROVIDING ADVICE AND OTHER FINANCIAL SERVICES AS A CORPORATE AUTHORISED REPRESENTATIVE OF LEISHMAN FINANCIAL SERVICES PTY LTD.