Jacqueline Moelzer

Background

About Jacqueline Moelzer

I have been in the financial services industry for over 15 years and have been a financial planner since 2012. I became a financial planner as throughout my experience working in the industry I could see how financial planning assisted and benefited clients throughout all stages of their lives to achieve their goals. It is now, more than ever important to plan ahead for this life event and I do this by incorporating future aged care considerations within retirement planning.I specialise in Retirement, Aged Care, Investments and Centrelink. Aged Care is such a complex issue to navigate through and the decisions clients and their families are faced with can be quite overwhelming and often emotional. I enjoy relieving the burden for clients and their families from trying to understand the rules, current legislation and the many options based around aged care.Being an accredited aged care specialist I ensure clients fully understand the impacts of the financial decisions they may make by providing a range of financial options and outcomes. I pride in the fact that clients and their families are able to feel more comfortable with making an informed decision about what they feel would be the best option for themselves or their loved ones.