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Village Living Financial Guide

Rightsize with confidence

Your independent financial guide to village living.

Many Australians who decide to downsize after retirement find themselves considering a move to a retirement village.

Understanding retirement village fees and costs, various financial options, how to maximise equity and protect entitlements such as the Age Pension, can make it a difficult decision to make with confidence.

Alteris Financial Group specialise in understanding the financial implications of a move to a retirement village, working with individuals and families to make sure every detail is considered when making this important decision.

An industry leader in retirement living and aged care financial advice, Alteris Financial Group is one of Catalina Lake Macquarie’s trusted partners.

This brochure highlights some important points to consider when deciding if a retirement village is the best option for you. Download your free copy now.

Why choose a retirement village

Understanding the costs

Effect on the age pension

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