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Specialist Areas

Specialising in all aspects of retirement planning including Centrelink, aged care, downsizing and estate planning.

Specialist Areas

At Retire by Design we are specialists in all areas of retirement.

Our specialisations include but are not limited to:

Centrelink

We work with you to maximise any entitlement you should be receiving. We assist you in the Age Pension application process and liaise with Centrelink if complications arise along the way.

Aged Care

This can be a minefield for family and friends to have to deal with at a time when their loved one’s care and adjustment to new surroundings should be their main priority.

We understand and can assist in navigating through the process from a financial perspective, modelling strategies as to the best way to fund Refundable Accommodation Deposit Bonds, how to minimise and manage ongoing fees and future cash flow needs, and how to maximise Centrelink payments.  If you don’t currently receive any Centrelink entitlements we may be able to assist you in securing a part-age pension. We can also help you understand government-subsidised Home Care Packages.  Such packages can help you stay in your home for longer which can help to delay or negate the need to move into a nursing home.

Downsizing

The family home is often the most valuable financial asset you will ever own. Selling it to buy something more manageable, or to release equity to live on can be a very stressful process and one that has many financial implications. Clients often need to know how much equity they need to release to meet their future financial goals, where to invest it and how Centrelink will be impacted.

Estate Planning

Making sure that your assets are passed on to your beneficiaries in the manner that you intend is very important. We can work with you and your solicitor to make sure that you have the appropriate legal documentation and strategies in place to make sure your wishes are met. We also assist in providing financial advice to Estates around the disposal or retention of Estate assets.

Retire by Design is here to help you maximise your retirement goals.
Our motto is “Plan well, Retire well”.

General advice warning: The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs.

Retirement planning specialists in Mona Vale, Northern Beaches, Sydney.