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Pancare Living Well Series - Understanding available financial support for people impacted by upper GI cancer

Start Date:12/10/2021

Start Time:1:00 PM AEDT

Duration:60 minutes

Abstract:

Living with or caring for someone with upper gastrointestinal cancer may often place unexpected financial strain on individuals and their families. 

In our next Living Well Series webinar, we explore the financial complexities and challenges that an upper gastrointestinal diagnosis may bring and provide practical information and support to manage the impact of these.

Mark O’Leary, experienced financial planner with KRA Wealth and Rosie Bouton, principal financial planner at We Plan will share their insight and knowledge gained from many years in the industry. 

Throughout the session, Mark and Rosie will share ways to:

  • take away financial stress where possible so you can focus on your health, family and their ongoing needs
  • access funds to assist in meeting financial obligations, including superannuation, life, disability and illness insurance if possible 
  • protect your loved ones with effective estate planning such as Wills (guardianship) and Powers of Attorney
  • have an open and honest conversation about taking care of the ‘now’ whilst focusing on the future.

The session will also allow plenty of time to have your questions answered.

If you're already registered for the Pancare Living Well Series - Understanding available financial support for people impacted by upper GI cancer webcast, click below:

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Speakers

Mark O’Leary

Mark O’Leary has been a financial adviser since 1984, and was a joint founder of the nationally recognised KRA Financial Group in 1997, now known a KRA Wealth Management. As a Melbourne based business, KRA Wealth Management has provided personal and objective financial advice to an enormous number of individuals and families, often at critical stages of their life. These circumstances not only include planning for retirement or financial independence, but also in assisting families deal with the sudden consequences of being unable to work due to unexpected illness or disability. KRA Wealth Management is a very ‘family centric’ business and strongly believes in the value of non-invasive financial advice when needed. Mark is strongly committed to the wellbeing of his clients and his track record includes providing financial advice as part of the Cancer Council Pro Bono program, for the last 10 years.

Rosie Bouton

Rosie Bouton is the director and principal planner at We Plan, a financial planning firm that aims to help older Australians live their best life by planning for current and future care needs. Rosie’s expertise in navigating government policy and social services was developed during her previous role with Services Australia (Centrelink), where she assisted carers and their families access financial assistance and other support services.



Pancare’s Living Well Series has been made possible thanks to generous support from the Dry July Foundation.
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