Call Now We Plan
Financial Advisers
Aged Care &
Retirement Advice
Helping older Australians live their best life

Hi, I’m Rosie Bouton,

I am the Director and Principal Financial Adviser at We Plan Financial Advisers. As an Aged Care Specialist, I have helped many clients and their families navigate the complexities of ageing, ensuring they are prepared for both current and future care needs. At We Plan Financial Advisers, we help seniors plan for retirement and beyond.

Simply Helping Seniors

We Plan Financial Advisers are specialists in financial planning and aged care.  When planning for your retirement and future care needs with us, we are with you throughout the entire process. We will explore all the options available to you so you don’t miss out on any entitlements. We help you to avoid costly mistakes that unfortunately occur with planning for current and future care needs, so you can make an educated and informed decision. We can ensure that the entire family is on board, avoiding unnecessary conflicts.

Remove the worry out of retirement

Will I have enough money? How will I afford the care I need? Do I have to sell my home? How will my pension be affected? These are all questions I can help you answer.

a photo of Rosie Bouton

How we can help you

Living Independently

We Plan for retirement and beyond. Together, we explore all the options available to support you living independently for as long as possible.

Financial Planning

We Invest in your future. We can help you structure your financial affairs to ensure that you get the most from Government entitlements.

Residential Aged Care

We Care about you. We give you control over where you live and certainty about the best way to fund the care that you need.

We Plan. We Invest. We Care

Save Time

No more dealing with Centrelink, filling in complex forms and interpreting government regulations.

Save Money

Maximise your pension, minimise your costs of care and have peace of mind for you and your family.

Relax and Enjoy

Live your best life, knowing tomorrow is taken care of and you can get on with today.

Don’t risk costly mistakes.

Get expert advice and guidance now.

 

Call (03) 8526 8961

 

Monday – Friday

9am – 5pm AEST

DISCLAIMER

This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of access. We Plan Financial Advisers Pty Ltd (ABN 80 690 071 973) is a Corporate Authorised Representative (No. 1317145) of AUS Financial Advisers Pty Ltd (ABN 89 159 536 151) AFSL No. 534501