Club Meeting 7 May 2014

Barie BarolliGuest Speaker: Our guest speaker was Barie Barolli, CBA Financial Planner Northern Victoria, accompanied by Albury based financial planner, Darrin Skinner and graduate financial planner, Rochelle Stockwell. Barie joined the Commonwealth Bank back in November 1985 and began her Financial Planning role in March 1997.She is passionate in providing people with the high quality, personalised strategic financial advisory services to help them learn more about their options in life, fund the lifestyle they desire for themselves and their families, become more confident and in control of their financial future, and build sustainable wealth to achieve their goals throughout life.Barie specialises in providing family friendly financial advice and services, from providing busy parents with peace of mind by protecting their families to guidanance with transition into retirement and aged care. Barie emphasised the need for planning in the age care market with reference to signifecant changes to occur from 1st July 2014. Unlike many other financial advisory practices, Commonwealth Financial Planning focuses on providing knowledge and carefully tailored strategies to suit a client’s circumstances throughout life.Barie suggested a three-way approach to understanding Aged Care planning …o   Understand key decisions o   Visit Facilities and identify with family member involved o   Consult a Financial adviser early