Aged Care Specialists


Keywords: Retirement Planning

Financial & Investor Management has been providing Financial Planning advice since 1984 and has specialized in Aged Care Strategies since 2003. We can help navigate through the maze of planning intricacies involved with making the correct financial decision to ensure that fees are reduced to the minimum and any pension entitlement is maintained at the maximum available under Centrelink and DVA regulations.

Keywords: Retirement Planning



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Other products and services from FINANCIAL & INVESTOR MANAGEMENT

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Wealth Protection

At FAIM, we are not in the business of "selling" insurance. Our philosophy regarding insurance is that you pay for what you get. The cost of insurance cover is based on probability; the lower the probability of a claim the lower the premium cost. We only deal with the leading insurers in the market and expertly manage the balance between cost and benefit.

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Investment Advice

At Financial & Investor Management we believe there should be checks and balances to ensure that the investment portfolio recommended matches the client risk profile individually. There should be sufficient flexibility to be able to shift with market changes and investment attitudes. Realistically, markets fluctuate but also, your individual comfort levels fluctuate along with them. Future predictions are dangerous but there is one prediction that cannot be argued with. The markets will

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Taxation Planning

In conjunction with your tax adviser, the team at Financial & Investor Management can work with you to ensure you are taking advantage of any available tax concessions and that your investments are structured in the most appropriate way.

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Retirement Planning

The choices you face in planning your retirement can be complex and confusing. But for most people, one of the major concerns is simple: how can I make my money last? With the average retirement period soon to reach 30 years, it's a good question to ask. You could almost be spending as much time in retirement as you did in paid employment.

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Estate Planning

Who should have a will? In short, everyone! The most common cause of a will not being established is that it's put in the "too hard basket" and it's something that a lot of people just don't get around to. The result is that an individual dies intestate and the estate is effectively then distributed by the State Government. Satisfactory? Most people would not want the government meddling in their affairs so the answer is a resounding NO!

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Finanacial Advice

Financial & Investor Management (FAIM) are authorised representatives of Apogee Financial Planning, with over 26 years experience. We offer a range of specialised advice and services to both existing and new clients.