Financial strategy for Boomers and aged care costing and budget management for Boomers and beyond

Financial Strategy Advice for Baby Boomers and Retirees

The Finance Boomer is able to provide Personal Financial Strategy Advice on:

  • Your personal strategy with your best interests
  • Setting an investment strategy within superannuation
  • Concessional and non-concessional contribution superannuation
  • Budgeting and Cash Flow for over 50s
  • Transition to retirement strategies
  • Retirement income streams
  • General Advice comparing SMSFs with other Super Structures
  • Aged Care Financial advice

Other financial planning strategies:

  • Cash flow and budgeting
  • Risk profiling and asset allocation advice
  • Other general advice including asset allocation and property
  • Debt consolidation
  • Centrelink and Aged Care

Common Questions:

Can I meet with you without committing to anything?

– Yes – we do not charge for the one hour introduction meeting.

What will the advice cost if I go ahead?

We will give you a fixed price once we confirm your requirements.

We charge an hourly rate so average plans are between $2200 GST Inc. and $2900 GST Inc. Complex plans are between $2700 GT Inc. and $5000 GST Inc.

We do not receive any commission from external sources or trailing commissions.

Aged Care Financial Advice is charged as a fixed fee calculated from:

Base Rate $1500 GST Inc. (Includes two meetings)

Centrelink Form Assistance additional $300 GST Inc.

Superannuation Fund additional $300 GST Inc.

Trusts and Companies additional $300 GST Inc.

Member of a couple additional $300 GST Inc.

Additional meetings additional $300 GST Inc.

What if I need more help after we have our strategic plan?

– We will make suggestions within our strategy when you might need to see a solicitor, tax specialist or insurance broker for more specific advice.
We do not receive any commission from external sources or trailing commissions.

– Ongoing Advice is generally provided in a Record of Advice.  Ongoing advice is charged at $450 GST Inc. for one meeting and preparation of the Advice Document.  Plus $150 GST Inc. per hour for additional meetings or more complex review requirements for additional advice.  We do not receive any commission from external sources or trailing commissions.

– General Advice – Is charged at $150 GST Inc. per hour.

How does The Finance Boomer and Baby Boomers Super Pty Ltd get paid?

– We are paid 85% of all fees paid to InterPrac Financial Planning Pty Ltd for Strategic Plans, Ongoing Advice and General Advice. We do not provide bonuses or incentives or receive commission from any source.

General Advice Disclaimer

This website contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making any strategy or products decision.
InterPrac Financial Planning Pty Ltd and its authorised representatives do not accept any liability for any errors or omissions of information supplied in this document except for liability under statute which cannot be excluded.

Meet our team:

Carol Roberts

MComm(Prof Acct)
Adv Dip Financial Planning
Aged Care Specialist
SMSF Specialist Advisor
Advisor - Aust Def Force - Fin Adv Referral Program;
Tax (financial) Adviser;