Aged care financial advice
Welcome to Smart Private Wealth • Learning Centre • Insights
Welcome to Smart Private Wealth • Learning Centre • Insights
Understanding how to navigate the complexities of arranging care for yourself or your loved ones when independent living is no longer
an option can be a daunting task. To ensure your future is filled with care, security, and contentment, it's crucial to access the right
information and advice.
Aged care financial advice involves addressing a range of complex and unique issues that necessitate careful consideration:
How does it work?
At Smart Private Wealth our dedicated Aged Care Advice team is here to help you navigate the complex aged care system while providing
well-founded financial guidance.
We deliver comprehensive advice tailored to your individual situation by:
Planning in advance allows you and your family the time needed to make well-informed choices that will positively impact your future well-being.
Darren and Jenny have one child and are planning for his secondary education at a Melbourne private school. Utilising education bonds, they aim to ensure they have sufficient funds to cover all tuition fees and associated costs throughout his education.
As Australia's highest marginal tax bracket impacts more individuals, a growing number of Australians face rising tax obligations due to "bracket creep," where wage growth outpaces tax rate adjustments. This trend is expected to persist, with tax-efficient strategies the backbone for financial advice to help individuals secure long-term wealth.
The presidential election in the US on 5 November could dominate headlines during October, before the next meeting of the Federal Reserve later that same week. Investors are already debating whether a further reduction in borrowing costs in the US could be announced following this meeting.
Discover 9 essential financial planning tips to help new and expecting parents manage the costs of parenthood with confidence and ease.
The global economy is being shaped by conflicting triggers. These include productivity-boosting technology innovations, geopolitical tensions and the strident efforts of central banks to bring inflation under control. We examine the economic outlook and discuss the implications for your retirement savings.
Over the coming years, we’re about to witness the largest wealth transfer in history as Baby Boomers pass their hard-earned fortunes to younger generations. With an estimated $84 trillion set to be transferred, mostly from savings, investments, and real estate, this shift holds both incredible opportunities and significant challenges for families.
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