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Later in Life

Death and bereavement – unfortunately it’s something we all eventually have to deal with.

No one likes to think about death and bereavement, but it’s one life event that we know will happen no matter how well we look after ourselves. Making sure your affairs are in order and your final preparations are taken care of early is something you can do for your family that will cost you very little. Your Skylight specialist can help you prepare for the inevitable right now, no matter how far off you think it may be. Whether it’s about claiming on your superannuation, distributing your assets, or even helping with the administrative burden that comes with losing a loved one. Your caring Skylight specialist is on hand to offer financial and emotional support.

We have compiled the services below as recommendations tailored for you

  • Superannuation for Retirement
  • Private Health Insurance
  • Centrelink Assist
  • Help with Centrelink
  • Estate Planning
  • Claiming Your Superannuation in Retirement
  • Claiming Your Superannuation in Illness or Death
  • Administrative Burden of Losing a Loved One

Superannuation for Retirement

Growing your wealth in a tax-effective environment.

Our Skylight experts have a unique expertise when it comes to providing you with clear and unbiased direction about your super for retirement. We can bring to light any areas that you may not have thought about.

Private Health Insurance

Private health insurance – the worst strategy is to set and forget your cover.

As the cost of private health insurance increases the most obvious place to look for savings is to change your mix of cover to suit your life stage without increasing risk.

Centrelink Assist

Are you optimising Centrelink benefits to complement your other wealth creation strategies?

Centrelink in many ways, provides a safety net for possible times in your life when things aren’t going exactly to plan. Ensuring that you set yourself up to access any benefits that you may be eligible for as part of your risk management strategy is an important step.

Help with Centrelink

You’ve got better things to do with your time than wait on a phone or stand in a queue for hours to get answers about Centrelink’s benefits and payments.

We all hear about the difficulties you have to endure when trying to call or visit Centrelink. You can short circuit the process simply by talking to your Skylight adviser who is qualified to provide you with the right answers.

Estate Planning

You rarely know when your time is up, which means some careful thought needs to take place to get your estate planning set up right.

Tomorrow is not promised to any of us, and there are so many variables when it comes to getting your financial affairs in order.

Your Skylight estate planning expert can provide this assurance with a suite of detailed, binding and enforceable documents that all work together.

Claiming Your Superannuation in Retirement

There are many ways to access your super, some better than others.

Your super can be the most tax-effective opportunity available both before and after you retire. By taking advice in this area you can be sure of making the best decision.

Claiming Your Superannuation in Illness or Death

Charting a tailored path through a raft of potential financial solutions in a health emergency is more than just simply accessing immediate funds.

At Skylight, we understand the pressures that a health emergency can bring. We’re here to assist you to make comprehensive decisions across the full range of options available to you now and for your future.

Administrative Burden of Losing a Loved One

The burden of loss of a loved one is bad enough, and the last thing you need at that time is to handle the often complex responsibilities that may fall to you.

Preparing ahead of an unfortunate or unexpected loss of a loved one can substantially reduce the burden that inevitably occurs at a time of emotional upheaval.

Talk to Skylight today

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