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Information about Care Planning

If care is a topic you are interested in, please find below some information the specific topics discussed at June’s Retirement Café.   Whole of life insurance There was significant interest in the subject of insurance as a means of providing an inheritance to...
SOLLA Later Life Adviser Accreditation

SOLLA Later Life Adviser Accreditation

After completing a twenty-page detailed application form, providing copies of numerous procedures and client recommendation reports and undergoing a rigorous two-hour panel interview, I am delighted to have been awarded the title of SOLLA Accredited Later Life...

Retirement Café launch shows you care about care

On Friday 12th May, The Retirement Café took off with it’s first free event on the topic of care at the Kings Arms Hotel in Christchurch. I was joined by an expert in retirement financial solutions, manager of a local care home and manager of an in-home care...
Why we should have planned earlier for care

Why we should have planned earlier for care

My wonderful dad died at the beginning of April after a difficult time with heart failure. Mum found herself needing to arrange care at short notice, which we hadn’t envisaged being so challenging. In this article I share what I’ve learned about in-home...
Are you getting all eligible care fees funding?

Are you getting all eligible care fees funding?

A few months ago Bob approached us here at MFP Wealth Management because he was very worried about his mother’s continuing care fees.   His mother, Elsie, had been in care for the last two years and it was becoming increasingly obvious that her fees were eroding away...
Cruise Ship or Care Home? Which would you rather?

Cruise Ship or Care Home? Which would you rather?

Cruise Ship or Care Home? Which would you rather? When your are in the unfortunate position of having to find a care home for yourselves or a loved one, what are the main factors you consider?  Location, reputation, cost, how many restaurants, bars and pools it has? A...