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Getting things in order - part 2

By: Peter Kelly on 02 September 2020

Recently I wrote an article about how superannuation benefits are handled when a member of a superannuation fund dies. I undertook to write a follow up article that considers the ...
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elderly woman in aged care home sitting at table

Aged Care - a subject we avoid...

By: Mark Teale on 27 August 2020

My mum has been a resident of an aged care home for two years. I have watched the nightly reports of the deaths in aged care with a great deal of concern and fear. I know my mum ...
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Getting things in order

By: Peter Kelly on 19 August 2020

I spend my days working closely with financial advisers as they help their clients get their affairs into some sort of order.
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Aged Care – what a difference $5,000 can make?

By: Mark Teale on 12 August 2020

A person’s aged care costs are generally based on their income and their assets.
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retired couple of beach

Reflections on last week's blog

By: Peter Kelly on 05 August 2020

I have just been reading though the article Mark published last week.
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retired couple walking along beach

Retirement – do not look back with anger!

By: Mark Teale on 29 July 2020

Nearly every Saturday at 11.30am, Donna (my partner), Scout (my dog) and I visit my mum in the aged care facility where she now resides.
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piggy bank restrained by virus

An overview of the latest changes to the COVID-19 Stimulus

By: Peter Kelly on 22 July 2020

When the coronavirus pandemic made its presence felt in Australia, the Government introduced a multi-billion-dollar package of stimulus measures designed to assist individuals and ...
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senior person handing over card at health provider

Commonwealth Seniors Health Card – Do I qualify?

By: Mark Teale on 15 July 2020

The Commonwealth Seniors Health Card (CSHC) is a concession card issued to a person who is old enough, but not entitled, to receive either an age pension or a Veterans Affairs ...
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Older couple confused about finances

Age limit for super contributions extended

By: Peter Kelly on 08 July 2020

From 1 July 2020, the age limit for making voluntary contributions to super was increased.
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Aged Care – it’s complicated. And emotional.

By: Mark Teale on 01 July 2020

It is not unique story and I am sure happens on a regular basis. I would like to tell you this story as it highlights the complexities of aged care and the financial and emotional ...
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Peter-Kelly

About Us

Peter Kelly

PK believes people have the right to accurate, affordable and unbiased information that addresses all aspects of their preferred retirement lifestyle, thereby giving them the opportunity to make informed decisions that will empower them to live out their lives with dignity, certainty and security.

 

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This is a publication of Alliance Wealth Pty Limited (AFSL 449221) and Professional Investment Services Pty Ltd (AFSL 234951), wholly owned subsidiaries of Centrepoint Alliance Ltd.

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The information contained in this article is of a generally nature and does not take into account your particular objectives, financial situation or needs. You should therefore consider the appropriateness of the advice for your situation before acting on it. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decisions regarding any products or strategies mentioned in this publication.

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