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30
September
2023
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min read
Unveiling the Growing Epidemic of Financial Elder Abuse
Kylie Harding
Principal/Investment Adviser
Uncover the growing issue of financial elder abuse and ways to protect vulnerable individuals from exploitation.
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30
May
2024
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min read
An Easy Guide to Aged Care Fees
Sophie Doyle
Retirement & Aged Care Specialist
Confused about aged care fees and what it all means? You are not alone. In this article we simplify the basics of aged care fees for you.
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30
March
2024
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min read
MPIR Decreases to 8.34% from April 2024
Sophie Doyle
Retirement & Aged Care Specialist
The MPIR is expected to take a slight decrease next quarter, with the rate expected to be set at 8.34% per annum from 1 April 2024.
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24
February
2021
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min read
ESG – aligning investing and ethical values
Brad Burns
Private Client Adviser
This piece discusses the concept of ESG negative screening and how to utilise it effectively within a Not-For-Profit or ESG focused investment portfolio.
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30
December
2023
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min read
MPIR Increasing to 8.38%
Sophie Doyle
Retirement & Aged Care Specialist
Understanding the implications of the Maximum Permissible Interest Rate (MPIR) rise to 8.38% for aged care residents.
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30
November
2023
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min read
Signs a Parent Needs Help
Sophie Doyle
Retirement & Aged Care Specialist
Recognise the signs of aging parents in need of support and take steps to ensure their wellbeing.
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30
June
2023
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min read
Be Aware & Prevent Elder Abuse
Sophie Doyle
Retirement & Aged Care Specialist
The statistics on elder abuse are alarming, with up to 16%* of older Australians estimated to be suffering elder abuse each year.
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30
May
2023
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min read
Aged Care Without a Large Lump Sum
Sophie Doyle
Retirement & Aged Care Specialist
Understanding how aged care accommodation payments work and getting advice on your options can help to avoid the panic of trying to find a large lump sum.
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30
December
2022
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min read
Festive Season Brings Family Decisions
Sophie Doyle
Retirement & Aged Care Specialist
Busy lives and distant homes can make it easy to feel out of touch. But this may be a time when adult children notice changes in their ageing parents and can also be a time for parents to take control over their future with advice and family discussions.
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