Are you or a loved one entering the aged care maze?
Wondering if you can afford it?
Worried that you'll lose your pension?
Speak to a Centrelink expert without spending hours on hold!
Hello! My name is Rosie Bouton and I am the Principal Financial Adviser at We Plan. I help retirees maximise their pensions and overall cashflow, while minimising the costs of aged care. I have an in-depth understanding of the complexities of aged care and Social Security law from my many years of service with Centrelink.
I began We Plan because I am passionate about helping older Australians plan for their twilight years, so that they may enjoy this time without financial worry and with dignity.
I also assist with creating financial plans for retirees whose main objective is to live at home or independently for as long as possible.
I look forward to speaking with you about your situation.
Disclaimer: This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of this document.
We Plan Pty Ltd (ABN 31 756 092 774) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523
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