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Get Planning

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21.01.2022 A solid plan for managing your money after retirement can provide the confidence you need to get busy enjoying retired life, rather than spending your time worrying about how to pay for the lifestyle you want. . We can create a strategy that suits your needs, helping you make sense of your options for making an income once you stop working, optimising your taxable income, or getting the most from your assets.

16.01.2022 Getting the retirement lifestyle you worked so hard for can be easier with a little planning, and GetPlanning provides trusted advice that gives you confidence in your retirement position. It’s never too early to start planning for your retirement, and early planning can pay dividends that you’ll appreciate in your retired years whether you want to retire early or have more financial freedom once you give away work. Whether it’s getting your superannuation to work better for you, or optimising your assets before you retire, we can help you achieve your retirement goals.

13.01.2022 Moving yourself, your partner or a loved one into residential aged care can be stressful and daunting. We can support you through this time with help understanding and navigating the complex residential aged care system, and your options for financial arrangements to meet the cost. We have years of experience helping families make sense of residential aged care, and we compassionately help you to make sound decisions to optimise the benefits while you or your loved one is in care.

07.01.2022 Have a listen to Bruce's guest appearance on The Money Men podcast, talking about key issues surrounding Aged Care advice. https://player.whooshkaa.com/episode?id=762444 Also available on Spotify, Apple Podcast and Google Podcast.

06.01.2022 Self-managing your superannuation can provide more control over your super assets than standard retail superannuation funds, but it’s important to understand the additional rules and responsibilities that come with starting and managing your own fund. We can help you determine if a self-managed super fund is right for you, what you’d like to get out of your fund, how you can maximise possible tax benefits, and make sure that you’re aware of and able to meet the legal requirements.