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May 13, 2024

The art of refinancing

The art of refinancing

Refinancing your home loan has the potential to save you thousands, reduce your monthly repayments and free up your finances to achieve your goals. However,

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13th May 2024

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Our service offering includes an assessment of your individual circumstances to prepare a tailored written Statement of Advice. We can also support you in liaising with Services Australia and your aged Care facility to help implement the advice.

Planning for aged care can feel overwhelming — we make it simple and actionable.
Unlike other providers, we don’t just give you options — we provide clear recommendations and work with you to implement them.

Our end-to-end support includes a comprehensive Statement of Advice covering RAD funding strategies, financial modelling, tax planning, pension maximisation, and placement support.

Fees start from $3,500 for a plan, and in many cases, the financial benefits we help unlock can outweigh the cost.

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