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We Plan
93 Wells Road, Chelsea Heights, Victoria, Australia
About We Plan
Welcome to We Plan Financial, the leading institution in financial planning and aged care in Australia. Located at 93 Wells Road in Chelsea Heights, we are here to help you navigate the complexities of retirement planning and future care needs.
As the Principal Financial Planner and Aged Care Specialist at We Plan, I am dedicated to assisting seniors in planning for their retirement and beyond. With our expertise and personalized approach, we ensure that you are supported throughout the entire process. Our goal is to explore all the available options so that you don't miss out on any entitlements.
One of our main focuses is helping you avoid costly mistakes that often arise when planning for current and future care needs. By providing you with educated and informed advice, we ensure that you can make the best decisions for your financial future. Additionally, we strive to involve the entire family in the planning process to prevent any unnecessary conflicts.
At We Plan Financial, we address common concerns such as whether you will have enough money, how you will afford the care you need, if you have to sell your home, and how your pension will be affected. With our guidance, you can find answers to these questions and gain peace of mind.
We invite you to schedule an initial no charge appointment to discuss your specific needs. Our team is committed to planning for retirement and beyond, ensuring that you have the support and resources to live independently for as long as possible.
Furthermore, we can help you structure your financial affairs to maximize government entitlements and make the most of your investments. We care deeply about your well-being and give you control over where you live and certainty about funding your required care.
Our mission is to help you maximize your pension, minimize the costs of care, and provide peace of mind for both you and your family. Live your best life, knowing that tomorrow is taken care of while you can fully enjoy today.
Please note that the information provided on our website is of a general nature and should not be considered specific advice. We strongly recommend seeking professional advice tailored to your personal circumstances. While we strive to provide reliable sources, we do not guarantee the accuracy or completeness of the information. Past performance is not indicative of future results. Please refer to the Product Disclosure Statement (PDS) before making any investment decisions.
We Plan Pty Ltd (ABN 31 756 092 774) is a Corporate Authorised Representative of Vivid Financial Planning Pty Ltd (ABN 33 161 007 647) AFSL No. 478937.
Contact us today to start planning for a secure financial future with We Plan Financial.
Photos of We Plan
Benchmark Corporate Centre, Suite 39/93 Wells Rd, Chelsea Heights VIC 3196, Australia
Opening hours of We Plan
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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