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Our Wealth Adviser newsletter provides clients and prospective clients with helpful strategies, market reports, insights and tips to assist in shaping your financial future.

Wealth Adviser – Issue 129

In this edition:

  1. The $500,000 Question: Navigating Aged Care Costs and Refundable Accommodation Deposits in Retirement.
  2. Insurance as Wealth Infrastructure: Strategic Cover for Building and Protecting Family Legacies.
  3. Downsizer Contributions Demystified: The $300K Super Opportunity After 55.
  4. Q&A: Ask a Question.

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