In today's episode Glen and financial adviser Nathan Fradley unpack a real and confronting retirement case study about 69 year old Anne*, a recently widowed retiree whose financial and housing security was devastated through elder financial abuse by a family member. She now faces the question: rent, buy or another solution?

*Name changed for privacy

👉🏾 the case study & backstory to Anne’s current circumstances

👉🏻 challenges, goals & questions

👉 Centrelink asset rules & pension impacts

👉🏼 considerations for complex situations

👉🏽 the renting scenario & numbers

👉🏾 the buying scenario & numbers

👉🏿 retirement village scenario

👉 granny flat arrangement scenario

👉🏻 projections for aged care costs at age 80 for each scenario

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose

to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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