How we can help
Aged Care Planning
Whether you're planning your own future or helping your parents, we explain all of your aged care options.
Aged care options in Australia are vast and varied, and the process can be daunting. We help you make the right decisions at this stage of life.
Things to consider with residential aged care
- Accommodation payments
- Lifestyle choices
- Government assistance: what you qualify for
- Thinking ahead and planning your future
- Health and wellbeing
- Maintaining independence
- Financial and legal help
- Basic and income tested fees
Key financial issues of aged care
- Retaining and maximising government entitlements
- Investment advice
- Evaluating your insurance needs
- Preservation of assets and capital
- Estate planning
- Cash-flow management
- Understanding what fees need to be paid
How we help
- Understand your current financial position
- Establish financial goals
- Explore your aged care options
- Identify facilities that cater to your individual needs
- Establish an effective plan and support you through every stage
Disclaimer: this information is general in nature and does not take into account your objectives, financial situation or needs.
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Book your free financial planning session today. We've got offices in Melbourne, Kew East and Boronia — or we can come to you.
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