Make a ReferralFinancial Planning
Palliative Planning — planning for what matters most
Palliative planning is about helping people feel more prepared, supported and in control at an important stage of life.
We are delighted to acknowledge our community partner, Financial Lifestyle Partners, whose support helps us share practical information about planning ahead — from conversations about care preferences to financial wellbeing and getting important affairs in order.
By supporting this work, our partners are helping more people and families plan with confidence, reduce uncertainty for loved ones, and focus on what matters most.
Put Future Plans in Place
EPC is proud to partner with Financial Lifestyle Partners (FLP) as a valued Community Partner, providing compassionate financial and life planning advice for more than 40 years.
Based in Ringwood and established in 1985, FLP helps individuals and families navigate important financial decisions with confidence, clarity and understanding.
Special rates for the EPC community
As part of this community partnership, FLP offers a complimentary first meeting to EPC clients, their families, staff members and volunteers.
Meetings can be held:
- In person at FLP’s Ringwood office; or
- Via video link, from the comfort and privacy of your home.
If you decide to proceed with comprehensive financial advice following the initial meeting, FLP are offering a special rate of up to 20% off the comprehensive advice fees.
How FLP can help
FLP’s financial and life planning advice services can assist with a range of matters, including:
Superannuation & Investments
Structuring your finances and investments to support your lifestyle goals and preferences.
Risk Management & Insurance Needs
Reviewing your existing personal insurance arrangements.
Estate Planning
Helping ensure your financial affairs are appropriately structured and your wishes are clearly documented.
Tax Planning
Exploring strategies to manage business, personal and estate planning tax considerations.
Centrelink & Aged Care
Optimising government benefits and planning for aged care.
Family Financial Support
Providing guidance on household cash flow, debt management and long-term financial security.
What to expect in your first meeting
The initial meeting is a confidential conversation designed to give you an opportunity to discuss your circumstances, financial life planning concerns and priorities.
During the meeting, your Financial Adviser will:
- Take the time to understand all your circumstances and immediate and ongoing needs.
- Explain relevant financial options and areas where support may be available.
- Identify important matters that may require attention or future planning.
- Explain potential next steps and any associated costs if further advice is appropriate.
Family members and other support people are welcome to participate in these discussions.
If you are looking for guidance on planning for the future, Financial Lifestyle Partners is here to help with care, professionalism and understanding.
To find out more about the service, click here to visit the FLP website.