How We Work - Retirement Planning

Inherit WA - Retirement Longevity Planning

While no two retirement plans are the same, most people in or nearing retirement are concerned as to whether their retirement nest egg will be sufficient to meet their desired lifestyle in retirement.

With the uncertainty of market performance in recent times and the impact of high inflation on the cost of living this must be of concern to many people.

Aged Pension is generally insufficient to meet the quality of life that most of my clients want and therefore we have developed some modelling tools to look at how we can help clients manage the risk of living longer than they might have expected.

A comprehensive diversified retirement portfolio can help to

  • Help protect the effects of market fluctuations
  • Build a reliable income stream
  • Take advantage of good times in the markets
  • Optimize the government support provided in Aged Care benefits such as the Aged Pension
  • Build an Estate Plan that achieves the Goals and Objectives desired by the retiree

Inherit WA is a new service provided to Older West Australians to help them manage not only Retirement planning but Aged Care, Estate Planning and Deceased Estate management.

Click below for some information that will help your understanding of what to consider when planning for your retirement.

Our team is here to support you and your family in preparing and planning for your retirement.  

Price Guide

Depending on the complexities of each individual case our team will work with you to ensure the level of support is adequate with your personal situation.

Retirement Planning Modelling

$1,650 (including GST)
  • Strategies developed to suit your individual requirements

Aged Care Pathways

Time for aged care? What needs to happen and how does it work? Our team can help you and your family with the stage of life

Aged Care

Our team can work with you to find the Aged Care Pathways that suit you and your family.

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Estate Planning

Inherit WA provides Estate Planning services to ensure that you and your family are covered appropriately.

Estate Planning

The team at Inherit WA are currently offering a FREE Estate Planning Health Check.  Contact us for more.

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Deceased Estate Management

We help people whose love ones have either passed away or may want assistance prior to a love one passing away.

Deceased Estate Management

Our service is, to not only assist with obtaining Probate (in the case of someone having a valid will) or letters of administration (in the case of someone not having a will) but to provide initial and ongoing support and advice on the transfer of the deceased’s assets to their beneficiaries.

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Unsure where to start? Our friendly and experienced team will anticipate your needs and take you through the process in an easy to follow and understand way. We aim to create clarity in a difficult time for you and your family.

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Feedback & Reviews

We pride ourselves on ensuring our clients are looked after every step of the way. 

“Robert has been our accountant and our financial adviser for over 40 years, he has always looked after us and we can highly recommend him and his business.  He is a true Gentleman and a true friend and is always there to help with any problem that arises.”

ALEX AND HEATHER

“Robert and his team have been helping my family for close to 10 years with Superannuation and Financial advice. I have always found financial matters daunting as I never knew where to begin and what questions to ask, but Robert always explained every step of the process to make sure I understood the pro’s and con’s of every decision. I have always been able to completely trust Robert and his team to provide the best information and advice, I feel very secure in my financial future now.”

Chantelle

I have been a client for about 6 years during which time Mr Crane assisted me after I had been given very poor financial advice which left me in a financially tenuous position. Mr Crane was incredibly kind as the full extent of advice I had received became apparent. He put in place a plan which has seen a complete reversal of my financial situation to now being in a position where I can transition in a couple of weeks to a reasonably comfortable retirement. Mr Crane is a person of integrity and made a decision to assist the clients of the business he had purchased at much personal sacrifice. And I am sure I speak for many of us who were facing a very uncomfortable financial future that we are incredibly grateful he did so.

Celia