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Financial and Investor Management

Welcome to Financial & Investor Management
 
Melican Hill

Moving to residential aged care can present a financial minefield. Making the right decisions is paramount to ensuring pension entitlements are maximized and aged care fees are minimized.

Melican Hill

Financial & Investor Management can clear the field and make sure maximum benefits are achieved by sweeping away those mines and preparing a clear path for you to navigate.

Most importantly, financial decisions can be time critical.

Prudent financial restructuring can save thousands of dollars.

Could you reduce fees? Could you receive more pension?

Financial & Investor Management can show you how

Melican Hill

Contact Steve Hill on 1300 635 426 for an assessment.

Financial & Investor Management Pty Ltd
P.O. Box 4099, McKinnon VIC 3204
Ph: 03 9576 7444
Fax: 03 9576 7455
Mobile 0412 015 008
Email: info@faim.net.au
website: www.faim.net.au

For a quick assessment of your position and potential savings complete the following fields and submit:

* denotes required fields
Salutation:
First name *:
Last name *:
Address:
Email:
Contact Number *:
Are you a: Pensioner
Centrelink/DVA
War widow/er
None of above
Care Type *: High Care
Low Care
Bond assessed? * Yes. Value? $
No
Home Owner? * Yes. Home Value? $
No
Income producing assets (Term deposits, bank accounts shares, managed funds):$
Property other:$
Non income producing assets (Contents, car, caravan etc.):$
Superannuation income:$
Allocated pension income:$
Complying Annuity income:$
Other income (o/s pension etc):$
Total income:$
Comments:

Note any calculations will be subject to confirmation of information submitted and are to be used as a guide only. Financial & Investor Management takes no responsibility for interim figures illustrated until a full fact find process has been undertaken and advice issued in a formal Statement of advice.

Financial & Investor Management is an authorised representative of Apogee Financial Planning Limited ABN 28 056 426 932 trading as ApogeeFP Australian Financial Services Licensee No. 230689 Registered Office 105-153 Miller Street North Sydney. NEW. 2060.

Privacy Notification Statement | Financial Services Guide

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Contact Information
Phone:03 9576 7444
Fax:03 9576 7455
Email: advice@faim.net.au
Website: www.faim.net.au
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