Do you have enough money? Planning to retire soon?
Anecdotally, many people near or in retirement fear running out of money more than death! In today’s volatile, low interest rate world and considering that today many Australian’s lead healthier and longer lives….these are real concerns.
The good news is that Liquidity Independent Advisers have dealt with these matters throughout the years for many customers and will have solutions and options for you to consider.
How we can help you in your retirement:
Are you in the right product or service?
Does the strategy you implemented when interest rates were 7% p.a. still work when they are 1% p.a.?
Are you concerned about failing health and capacity?
Do you want an impartial assessment of the fees you are paying?
Do you just want an independent review or second opinion?
Help with Centrelink and Aged Care:
It can be daunting to navigate the complex maze of asset and incomes tests, allowances and deductions in order to understand your entitlements. Liquidity Independent Advisers can help explain the eligibility considerations.
Declining health and mental capacity is unfortunately going to be a frequent concern for many Australian’s in retirement. Scything through the myriad of options pertaining to Home Care and Residential Care packages is something we can assist you with.