This week's episode sees independent financial advisers Nathan Fradley and Jordan Vaka unpacking another very niche, very specific topic for their fellow financial advisers - retirement villages.

Not Aged Care facilities, which are different again. 

But rather the over 55s, 'lifestyle', retirement villages becoming more and more popular with our on-the-cusp-of-retiring clients. 

They unpack:

• the drivers behind this increase in popularity
• some definitions and distinctions
• the tips and traps financial advisers should be aware of when speaking with clients
• and, yet again, the opportunity this kind of advice affords advisers to get out there and build their professional network with excellent, ancillary advisers like lawyers and conveyancers.

As always, you can reach them both via email:

Nathan - [email protected]

Jordan - [email protected] 

 

Both Nathan and Jordan are authorised representatives of PlanningSolo Licensing, AFSL No. 526143.