AGED CARE PLANNING

Making the right financial decision is just one of the many complex decisions that need to be made in what is a difficult time. Aged care arrangements can come with a lot of uncertainty.  One thing that is certain is that we all want what is best for ourselves and our loved ones, when it comes to care and security, in our later years.

Aged care, however, is a complex area and it requires careful and considered planning to ensure the best care and arrangements may be be put into place.

Our tailored advice will:

  • explain the upfront and ongoing costs of different types of aged care;

  • suggest strategies that could minimise fees for residential aged care;

  • advise you on structuring your affairs so that you may meet the ongoing costs associated with aged care

  • maximise any potential Centrelink benefits; and

  • assist you in understanding the options and strategies regarding your family residence.

Whenever you need to discuss aged care planning, our aim is that you will speak to the same Planner every time, who will come to have a deep understanding of your situation and what you want to achieve. That gives the Planner the ability to provide you with the best advice, based on your circumstances, or changes in your circumstances as they occur and at any point in the future.

Our team are extremely skilled and experienced in advising on aged care planning and would welcome an initial conversation with you about your circumstances and what financial goals you want to achieve.