Free Seminar

Pension Loan Scheme (PLS)

Tuesday 12th March 2019 10:00am - 11:30am 19 Pether Rd, Manning WA 6152

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Are you planning your retirement or looking for ways to increase your retirement income?

You may be thinking of downsizing or worried you will have only the federal government aged pension to live on.

The Pension Loans Scheme is essentially a federal government program that enables people to reverse their mortgage if they meet certain requirements. The program assists people to  top up their fortnightly income to the full pension amount, using a loan. The government takes a charge over the property and makes a fortnightly payment.

Southcare Inc will host Philippe Bossert a Financial Adviser who will explain what the Pension Loan Scheme is and how to access it  

Seminar participants will leave the seminar empowered and aware of some of the resources available to do further reading themselves.

Who should attend?

The Pension Loan Scheme (PLS) Seminar is free and open to all community members, regardless of age or health conditions.

What is covered?

This highly interactive seminar will go into detail about the Pension Loan Scheme (PLS) covering;

  • eligibility of who is able to access the Scheme
  • payment rates that apply
  • costs that are associated with the arrangement
  •  interest rates applicable to the Scheme
  • obligations placed upon a recipient of a loan
  • what happens to your loan after your death
  • the application process
  • some of the alternatives to the Pension Loan Scheme that could be considered

 

Dr Nicky Howe, CEO Southcare will also give an overview of your options for home care services.

Places are limited and registrations are essential. Please feel welcome to bring your carers and family who support you, but please add their details to your registration.

Your Host & Speakers

Presenter

Philippe-Bossert_Southcare

Philippe Bossert is a Principal of AWT Financial Services in Joondalup since September 2016.

He commenced his professional career as an analyst in the audit division of Deloitte, one of the largest global service providers, he later worked as a corporate accountant at Barrick Gold.

In 2007, he entered the financial services industry at Insight Financial Partners as a financial adviser where he advised clients from 2007 - 2016; he was a Director and Shareholder in the company from 2010 - 2013.

Phil specialises in covering various aspects of personal financial planning including investments, retirement planning and risk management. He works with clients from a wide range of backgrounds and provides strategies that are suited to their circumstances. He educates and assists clients in making informed financial decisions and, as a CPA, Phil has a strong tax background.

Phil attained a Bachelor of Business in Accounting and Finance from ECU in 2004 and he is a

Certified Practicing Accountant (CPA) with Financial Planning Specialist (CPA/FPS) accreditation.

 

About Southcare

Southcare Seminar Pension loan Scheme

Southcare is a not-for-profit providing personalised aged, home care and community services that support you to live with dignity and respect in your own home and community.

Guidance

Let’s sit down together (you, your family and friends) and talk through the options and tailor a plan that respects your care choices and needs.

Honest Value

We have no hidden fees and you can have services for as little or as long as you need!

Belonging

Just like you, we’re local and proud to be part of the community for over 35 years.

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