We call Primetime the stage of life where people call their time their own.

People may know this by a more common but limiting term, "retirement".

The self managed "Primetime" planning  system is designed for couples to plan the future covering all bases.

The system covers the time work stops right through to aged care.

There is a planning system for children to assist their parents in older age.  Just call or email us for details.

The Primetime system ensures changing needs are addressed and planning stays up to date.

You are fully supported, with specialists, Primetime consultants, or support agencies on hand to assist.

 High quality of life without stress, the way it should be.

 

 A suite of over 20 planning tools such as checklists, planners and calculators are included

Video tutorials provide clear instructions on all tools and planning system components.

Each key aspect of planning is addressed separately through specific planning components shown below.

Self manage your planning with the full Primetime online integrated planning system available for less than $2.50 per week.

 

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Accommodation

Am I going to need to move in the future?
What would be most suitable going forward?
Accommodation choices can have a significant impact on both finances and lifestyle for retirees and getting it right means using the head and the heart.

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Estate Planning

If something happened to me or I passed away, would my partner and family be taken care of as I have intended?
This can only be assured if estate planning is done properly and not out of date.

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Evaluation

How do I start planning for retired life?
What are the priorities?
An evaluation is a systematic review of facts and feelings covering all planning aspects in order to clarify what to plan for and when.

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Retirement Planning Graph

Finance

What can I spend through my Primetime?
Money is often a major factor that is front of mind for people who finish working life. Given the variables and uncertainty, it is important to run the numbers and review them on a regular basis.

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Care & Support

How would I go about getting care or support if needed ?
Most people find this complex, bureaucratic and constantly changing. If not planned ahead of time, choices can be limited and decisions might be made by others.

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Legacy

How would you like to be remembered?
Planning your legacy is something that is very powerful and can provide purpose and meaning both through life and beyond. It shouldn’t be mistaken with having a will. It’s more than that.

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Retirement design

Lifestyle

How will I spend my time in retirement?
Full time work consumes around 2,000 hours a year. Planning your Primetime is more than ticking off a bucket list. It is about designing how to live a life with meaning and purpose.

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Passing the baton

Roles & Responsibilities

What would happen if I could no longer manage all the tasks and roles that I do and which people rely on me for?
This is more than having a power of attorney, this is about having a backup plan, just in case.

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Physical & Mental Health

Are health issues going to affect my Primetime plans?
Although we cant control the genetic lottery, it is widely accepted that health strategies can be commenced at any age which can prevent, or delay, symptoms of chronic illness.

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Tax Planning

How can I ensure that I don’t pay too much tax in retirement and on my estate?
Tax and levies can be anywhere between nil to around fifty percent of gains. Well planned, pro active tax strategies are key to wealth maximisation and intergenerational wealth transfer.

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Welfare & Benefits

Am I getting all of my entitlements?
Benefits and entitlements can have a big financial impact through retirement. Rules are constantly changing and keeping on top of this is certainly challenging.

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PRIMETIME PARTNERS

If you are an organisation or community body who service the needs of people who have finished work or are approaching that stage of life, there is a good chance that some of our clients could use your help. Alternatively your clients might benefit from our help. 

In planning, collaboration is key to cover all bases and we want to hear from you.

 

To register your interest in becoming a Primetime partner or for more information please email or call us

 

TESTIMONIALS

A service like this has been a long time coming. The Primetime personal service is essentially a ‘one stop shop’ that provides comprehensive advice on everything that can impact on living well after retirement. Their advice is not merely generic, but rather specific to your own situation. Every detail is considered, including your ‘bucket list’, your health and well being considerations, your finances and tax implications, and the very important estate planning. As full-time carer of my husband with dementia, I have been overwhelmed with the confusion of information ‘out there’ from various service agencies, government departments and organisations. Quite frankly, it is a minefield for the unwary – particularly for those who have little expertise in financial matters or dealing with Centrelink. Peter and Geoff were diligent in reviewing what plans I had in place, uncovered some issues that would have been very expensive mistakes on my part, and provided me with a detailed, comprehensive report covering different scenarios, plus an action plan that will ensure I will have everything in place for a worry-free future. I highly recommend Elderplan to those with aging parents and anyone heading into retirement. Peace of mind is priceless.
Janet C, Attadale WA

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