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At Plan4Wealth, we are unfortunately very familiar with the trials and tribulations of navigating the Aged Care system. Most clients approach us from a financial aspect: they want to make the right choices, maximise age pension entitlements while minimizing aged care fees and taxation, and of course investing wisely any surplus funds. Undoing decisions in …
If you have complex financial arrangements, maybe you own one or more businesses or large investable assets, and you want to optimise your taxation position and take more control of your investments, a Self Managed Super Fund might be the solution for you. What is a Self Managed Super Fund (SMSF)? A SMSF is a …
Do you want to make the most of your retirement funds? If you’re like many older Australians who have been thinking about how to make the most of your retirement years, one of the most valuable things you can do to help yourself is to get on top of things financially. Can you make more …
It pays to plan ahead so you have more choices about how you manage your money and what you’ll do when you move on from work. It’s called pre-retirement planning, and at Plan4Wealth Pakenham, it’s what we love to do! Although windfalls may be unexpected, if and when they happen, how do you make sure …
Starting a small business and becoming your own boss can be an exciting notion, but it pays to plan ahead so you can make the most of your opportunities. Ready for success Make sure you’re in a position to benefit from working for yourself from the outset. You’ll have a better chance of business success …
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