Key play Financial Services

Aged Care Advice

Moving yourselves or family members into aged care is difficult, emotional and often comes with little warning. An Assessment needs to be completed, a facility needs to be selected, paperwork needs to be completed and many questions need to be answered.
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Centrelink

Our Centrelink assistance is in depth and our knowledge helps to explain typical Centrelink questions such as: What payments are you entitled to? What are the Assets Test and Income Test and how do they work? What do Centrelink assess and not assess as income and assets? Are you receiving your maximum entitlement?
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Retirement Planning

Regulations around superannuation and retirement are continually changing and it is important to be up to date with the current rules. Retirement decisions can be difficult – when can you retire and what will your options be? Can you afford to retire? What retirement investments do you use and what tax applies?
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Mature Age Workforce advice

We work hands on with Employers to help them with providing advice to their mature age workers . We coordinate a tailored discussion group with the employees and discuss matters such as transitioning to retirement, potential Centrelink options, superannuation and tax related matters…
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