Morgans Milton, Springfield and Townsville

We hear so much about intergenerational wealth transfer, or passing on your wealth to your children or other younger family members. But what about before then? If you’re in a relationship, do you worry about what will happen if one of you can’t make financial decisions anymore? If so, you’re not alone. This is one of the main prompts that leads couples to my office. My latest article covers my top 3 tips to help futureproof your finances. Morgans Financial Limited Morgans Milton, Springfield and Townsville

Had the privilege of presenting to AVEO Springfield today about the benefits of working with a Financial Planner in retirement. Met so many great people who shared their stories of living in Springfield. Our office is becoming embedded into this community & it’s such a great place to be.

New Financial Year's resolutions are becoming increasingly popular. We are often busiest taking enquiries from people looking for a new financial adviser at the start of the year and at the start of the new financial year. It's still July so, if 'New Financial Year, New Me' is your current mantra, it's not too late! Your specific goals and objectives form the basis of any advice we provide to our clients. If you need help identifying what's important to you, here are some tips on establishing a legacy from one of our Senior Financial Advisers, Bec Scarrabelotti, CFPⓇ, who helps clients navigate more than investments at Morgans in Milton. Morgans Financial Limited Morgans Milton, Springfield and Townsville https://lnkd.in/g85qgbDr

The story of Springfield is truly remarkable & this video gives it justice. It even features our very own Tony Russell! A must watch for anyone not familiar with Springfield. Being Financial Advisers & Stockbrokers in the area, we are heavily involved with the local community and relish that important privilege of being the trusted advisers to many. Thank you to Brookwater Residential for this awesome video, check it out! https://lnkd.in/gq-v8RS2

Navigating the complexities of Aged Care in Australia can be a daunting task, especially when it comes to managing finances. That's where the expertise of an Aged Care Financial Planner becomes invaluable. 📊 Here are some key benefits of engaging with a professional in this field: 1. **Tailored Financial Strategies**: Provide personalised financial advice, ensuring your assets are managed effectively to cover Aged Care costs while preserving wealth for future generations. 2. **Government Benefits Maximization**: With our in-depth knowledge, they can help you navigate Centrelink benefits and reduce the risk of losing pension entitlements due to mismanagement of assets. 3. **Estate Planning**: Aged Care Financial Planners assist in estate planning, ensuring your wishes are respected and your legacy is protected. 4. **Complex Decision-Making Simplified**: Simplify the decision-making process regarding whether to sell the family home, rent it out, or make other significant financial decisions. 5. **Peace of Mind**: Knowing that a professional is managing the financial intricacies of Aged Care provides peace of mind, allowing families to focus on the well-being of their loved ones. 6. **Cost Management**: Help in understanding and managing the costs associated with aged care, including accommodation payments and ongoing care fees. 7. **Future Planning**: Financial planners can provide future financial modelling to project long-term financial health and care needs. In conclusion, an Aged Care Financial Planner is not just an adviser but a partner in ensuring that the transition into Aged Care is as smooth and stress-free as possible, both emotionally and financially. If you're considering aged care options, it's worth taking the time to consult with a specialist who can guide you through the financial journey ahead.🌟 #AgedCare #FinancialPlanning #EstatePlanning #Retirement #Australia

Aged Care update from todays Federal Government Budget. The Government has committed to funding the Fair Work Commission decision to increase award wages for aged care workers. This is on top of $11.3 billion already allocated for the interim 15% increase. The Government will invest $531.4 million to release an additional 24,100 Home Care Packages in 2024–25. The My Aged Care Contact Centre will receive $37 million to reduce call-waiting times for people seeking information and access to aged care.

Living in Australia but have a UK pension? Unsure what you can do with it? Our senior financial adviser, Bec Scarrabelotti, is hosting a webinar with a Chartered UK Pension Transfer Specialist from bdhSterling sharing strategies to help maximise your UK pension while you live in Australia.   Register for our webinar on Tuesday 27 February at 12.30pm AEST. There is no cost, but places are limited. Learn more or register by scanning the QR code below or visiting: https://lnkd.in/gBHKTrnT   Can't make the webinar, or don’t have a UK pension and want to know more about how Bec can help you to make sure complexity in your financial situation is considered and taken care of? Learn more and send an enquiry here: https://lnkd.in/gH74VXQZ

Living in Australia but have a UK pension? Unsure what you can do with it? Don't forget to register for our webinar this month - Tuesday 27 February at 12.30pm AEST. There is no cost, but places are limited. Learn more or register by scanning the QR code below or visiting: https://lnkd.in/gBHKTrnT Can't make the webinar, but want to know more about how we can help you to make sure complexity in your financial situation is considered and taken care of? Learn more and send an enquiry here: https://lnkd.in/gH74VXQZ