STS can now help you with Retirement Planning
Are you, or someone you know, considering a Retirement Community?
Did you know there is a choice of nearly 30 Retirement Communities within the Geelong, Bellarine, and Surf Coast regions, each with different pricing models, levels of service, and facilities to suit differing financial positions, health status, and active lifestyle requirements?
Making the decision to move to a Retirement Community is a major lifestyle change and the range of options and different models available can be very confusing.
Typically there are 2 motivations for people considering moving to a Retirement Village, lifestyle or need:
#1 Lifestyle
When lifestyle is the motivation, the person(s) considering the move often want the company of like-minded people, a range of easily accessible activities, security, and fewer domestic
chores.
#2 Need
When the reason is need, it is often because the person(s) looking to move still live in a family home that is becoming burdensome, health may be deteriorating and they may need
help to continue to live independently.
Whatever the motivation, it is important to remember that moving to a Retirement Community is a lifestyle rather than a financial decision.
STS Accounting Group is able to provide information about the options available to anyone considering the move by providing clarity and reassurance for this important decision.
There are a number of tiers to our Retirement Planning service enabling us to assist you at a level relevant to your financial situation.
Our dedicated representative, Rob Landale, will provide options to you to either continue to live in your own home or to move to a suitable Retirement Community.
Rob will provide an in-depth, unbiased, independent service. It is important to remember STS are here to offer clear and concise information about Retirement Communities and the decision to move to a Retirement Community is up to each client.
To start the conversation about Retirement Community options contact Rob Landale on:
Mobile 0429 824 324
Email rob@surftax.com.au
Winchelsea (03) 5267 2673
