Aged Care 2017-12-11T13:24:35+00:00

Aged Care

Why?

  • Why be bombarded with financial decisions at a time that is already highly emotional?
  • Don’t be forced to make a decision in an emergency situation with limited choices or options
  • Pre-planning can make the transition to an aged care facility happy, positive and financially achievable one

Our Approach

There is much to consider when planning for aged care. As specialists, we can assess any government benefits you or your parents may be entitled to, liaise with Centrelink, optimise and negotiate any accommodation bonds on your behalf, and minimise any fees.

Our goal is to assist with the selection of a facility, the transition to a facility, and to ensure an optimal financial outcome so that the finances will last. Finally, we can assist with planning the estate following the death of the family member to ensure the assets are distributed according to ones wishes in an efficient manner.

MORE SERVICES

INVESTMENT

DEBT

INSURANCE

SUPER

SMSF

RETIREMENT

AGED CARE

LEGACY

TAXATION

CENTRELINK

CASH FLOW

PARTNERSHIP

DIVORCE

EXPATS