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


“Hi Carol, Marlene and I would just like say thank you for your assistance with our strategy to retire.
Just a quick update:-
Paid off the home loan….Done
Budget in place for the future….Done
Debt free…. you bet. (normal living expenses still with us)
Income streams setup…..Done
Received the first payments…..Yesterday
House ready for selling….yep.
Living the dream… bet….
Missing work…nope not at all……
Thanks again”.
Marlene and Michael (Clients of The Finance Boomer)

“We are very independent SMSF Directors but the complexities of retiring and recent govt changes lead us to seek Carol’s very thorough strategic advice. We were so impressed with Carol we have referred her to other family members”.
Doug (Client of The Finance Boomer)

“We recently obtained Carol’s financial advice and were impressed with her open door approach and sound in-depth and comprehensive advice.  Her specialised retirement advice was extremely valuable”.
Sherry and Peter (Clients of The Finance Boomer)

“Carol does not give her advice to benefit herself by financial gain, she does it to help people”.
Richard P (Client of The Finance Boomer)

“Carol explains things so they are easily understood by the average person”.
Michele G (Client of The Finance Boomer)

“I had the absolute pleasure of going to Carols recent seminar, what a fabulous presentation it was. Carol presented the information on the new superannuation laws along with other finance updates. She made the new legislations easy to understand, whilst making it a fun an interesting event. I’m sure an enjoyable evening was had by all. I would have no hesitation in recommending Carol for all your financial requirements”.
Bev B (Client of The Finance Boomer)

“We found Carol to be very professional and also very caring when it came to wanting to enable us, to live the best possible plan for our retirement income”.
(Clients of The Finance Boomer)

“Carol was thorough in sorting out our finances, she gave us the confidence we were on the right track and with her guidance we look forward to retirement”.
Keith (Client of The Finance Boomer)

“Great advice and excellent updates”.
Bruce (Client of The Finance Boomer)

“People I know have paid double or more for advice from Super Funds. Thank you”.
Vicki (Client of The Finance Boomer)

“Looking for specialist advice and information as you approach retirement? Look no further than The Finance Boomer for tips and knowledge in this complex area of Financial Management”.
Carol (Client of The Finance Boomer)

“I now know how to read my Superannuation Statements and act on what they contain”.
Michael (Client of The Finance Boomer)

“Carol’s incredible knowledge has enabled her to show us that we are able to live a much more comfortable retirement than we had envisaged”.
Chris and Sue (Clients of The Finance Boomer)

“Very interesting and informative – made sense of some confusing regulations. Thank you”.
Attendee (The Finance Boomer Free Seminar – May 2017)

“Carol provided a very clear and knowledgable presentation. Thank you”.
Attendee (The Finance Boomer Free Seminar – May 2017)

“Easy to understand and very informative. Thank you”.
Attendee (The Finance Boomer Free Seminar – May 2017)

“A very informative initiative. Thank you”.
Attendee (The Finance Boomer Free Seminar – November 2016)

“Easy to follow, condensed presentations for lay persons to understand. Covers Superannuation, Age Pension and Age Care conundrums as to Assets and Income Streams. Carol is very genuine and clear in her explanations…a god send in such a complex area”.
Julie (Client of The Finance Boomer)

“Thanks Carol, following your excellent, relaxed and friendly delivery of advice for budget planning for Boomers, we are now confident of having a financially comfortable retirement”.
Narelle and Peter (Clients of The Finance Boomer)

“Carol took a balanced and considered approach to helping us to meet our life goals, whilst being well prepared to interpret and leverage the multitude of competing legislative and tax demands”.
Roger C (Client of The Finance Boomer)

“Hi Carol, one sentence is probably not enough to describe how you have helped me, you not only lifted all the stress to do with my finances but also gave me some great guidance to help me with my future. Thank you so so much”.
Julie (Client of The Finance Boomer)

“Hi Carol, Margie and Angela,
‘Thank you’ so much for your help with my super stuff.
You were all terrific to deal with.
Your expertise Carol was so helpful, even though I was a bit slow to ‘catch on’. I’m really grateful to you.
Thanks so much, Kind regards”.
M from Brisbane (Client of The Finance Boomer)