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 Retire gracefully with dignity and enjoy life in comfort |
If you or a family member can no longer manage to live independently at home, you may need to consider moving into residential aged care.
Before you do, there are many factors to consider, including your eligibility, the costs involved and the effect on your finances and lifestyle. Get some answers about the financial options for residential aged care from Rebecca Newton and Prestige Wealth Partners. |
Residential Aged Care: What you need to know
Posted by Rebecca on June 27th, 2010
Intro to Self Managed Superannuation Funds (SMSF)
Posted by Rebecca on June 27th, 2010
| Self managed superannuation funds (SMSFs) have become increasingly popular. While establishing an SMSF can give you greater control and flexibility when planning for your retirement, they also have extensive administrative and compliance requirements.
It’s important to understand more about SMSFs to determine if this option is right for you. |
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InScope May-June 2010: The China Story
Posted by Rebecca on June 22nd, 2010
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The recently announced Federal Budget for 2010-11, which aims to have the deficit wiped out within three years, is in part based on assumptions that the China led mining boom will continue to benefit Australia for the foreseeable future. In this edition of InScope from Financial Wisdom, we will look at how Australia’s trade links with China are currently boosting the economy and what may be ahead on China’s horizon. |
Superannuation Basics: What you have to know
Posted by Rebecca on June 20th, 2010
| Superannuation is a specialised type of investment designed to help you accumulate a significant level of savings for your retirement.
To encourage you to save for retirement, the government provides special tax advantages for super investments. Prestige Wealth Partners can help you maximise your superannuation for retirement whilst minimising your income tax. |
 Superannuation is extremely important for your future quality of life |
Rebecca Newton – Financial Planning with a difference
Posted by Rebecca on June 20th, 2010
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Prestige Wealth Partners is a small award winning fee-for-service financial planning firm based in Perth’s Northern Suburbs. Rebecca Newton – Principal and Certified Financial Planner – established her practice in 2008 with the intention of providing very high quality ongoing financial planning services to individuals, families and small businesses. Prestige Wealth Partners is proud to be a member of the Financial Wisdom group of advisers. |
A human face for financial planning
Income Protection Insurance
Posted by Rebecca on June 19th, 2010
| Income protection insurance is worth considering for all working people. It pays up to 75% of your salary for a period of time should you become unable to work because of sickness or injury.
Income protection policies are available for salaried and self-employed individuals. Insurance premiums are usually fully tax deductible. Prestige Wealth Partners can help you select the most appropriate insurance cover for you and your family. |
 What will happen if you are temporarily unable to work? |
Trauma & Total Permanent Disability for tragic circumstances
Posted by Rebecca on June 19th, 2010
What would happen if you were injured or disabled and unable to work again? |
If a person is totally and permanently disabled, they probably won’t ever be employed again in the work they are qualified to do, or perhaps in any kind of work.
TPD insurance pays a lump sum benefit for total and permanent disability due to illness or injury. It is designed to help meet one off and ongoing living expenses, as well as cover special expenses such as medical and rehabilitation costs. |
Life Insurance: Peace of mind for you and your family
Posted by Rebecca on June 19th, 2010
| How would your family cope if you were unable to work due to illness or injury? Could they cover mortgage repayments and school fees if you were to die?
In the event the unexpected does occur you can rest assured with life insurance your family will be looked after. Prestige Wealth Partners can help you select the most appropriate insurance cover for you and your family. |
Would your family cope financially if something was to happen to you? |
Insurance is never a luxury
You may go for years without making a claim, then one day the unexpected happens. No one can eliminate the devastating emotional impact of serious illness, disability or death, but if you have to deal with money problems as well, the situation can be much worse.
Having money available when you need it most is what makes insurance so valuable.
