Funeral Bond investors can now make up to $12,750 in contributions and still remain exempt from Centrelink's Asset and Income Test. Could this mean extra Age or DVA pension for you or your client?
Update to Exempt Asset Amount
July 05, 2017
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We came across Winzor Retirement Estate, we liked it straight away mainly because it had privacy in the back garden. Winzor Retirement Estate isn’t too big which we also liked, it means you get to know everyone and it’s secure. It’s a great lifestyle with all amenities close by and we don’t have to worry about maintenance problems as most are handled by KeyInvest. We would certainly recommend this village to anyone thinking of moving into a retirement village.
Elaine and Malcolm
Winzor Retirement Estate
I have had a business relationship with KeyInvest for many years and throughout that time they have always been easy to deal with and always supportive in our endeavours to assist our clients. They continue to provide a great service and have a select range of services and products that are tailor-made for specific client situations. I have no hesitation in me or any of my advisers recommending KeyInvest to our clients where required.
David Schultz - Financial Planner
For Kay and I moving into the McLaren Vale Lodge, back in February 2015, was just what we needed. We were at that stage when “downsizing” was a real option for us. The 3 bedroom unit gave us all the space we needed including a home office as well as room for the grandchildren when visiting. Living space is more than adequate and with it all being newly refurbished it’s so easy to maintain. We were welcomed by everybody we came in contact with including staff as well as residents and new neighbours.
McLaren Vale Lodge
McLaren Vale Lodge
Four and a half years ago we moved from the city to Woodside Lodge and continue to be very happy with our decision. Our modern villa provides us with privacy and allows us to put our own imprint internally as well as outside in the garden. It was important to us that our family, especially our grandchildren, found our new location a place where they were welcome and wanted to visit. This is evident by their regular visits. Family members refer to Darrol as the unofficial ‘ambassador for Woodside and the Adelaide Hills’.
Marlene and Darrol
My decision to move happened very suddenly 3 years ago when my husband had to go into care. I had never lived on my own, so was a bit apprehensive. I am very happy that we found Wimmera Lodge, as it is everything I hoped for. We have a very friendly group of residents, and together have quite a good social life (if we wish). I feel very safe and have never had any reason to be nervous. We are only 5 minutes from the CBD, and have a town bus stop a short work away for anyone who does not drive. It is a very quiet area in a nice new neighborhood. My home is very cosy and comfortable and I would recommend the life-style to anyone.