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Aged Care

Making the decision to move a family member to an aged care facility is never easy. Emotional stress and looming financial pressures can be overwhelming and lead to misinformed and rushed decisions.

CBI Financial Planning is here to guide you through the aged care financial maze to help you reach the optimal solution for you and your loved one.

As with all our services, we follow a six-step process to understand your circumstances in full to give you tailored financial advice and recommendations.

After an initial discussion regarding the aged care financial fees and regulations, we will provide you with advice and recommendations that include all financial aspects of aged care, such as strategies to fund accommodation payments, financial options of multiple care options and assistance with managing current assets, expenses and estates.

We also offer assistance with completing and submitting Centrelink paperwork, fee negotiations with aged care providers and further ongoing support should your circumstances change.

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Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

Download your FREE Aged Care Information Booklets

About Us

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CBI Financial Planning was established on the Sunshine Coast in 2005 and since that time has built a reputation for quality financial advice and made a difference to ... Read more

Our Services

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At CBI Financial Planning, we are ultimately here to help you to achieve your goals. Our professional service provides tailored financial advice across the following ... Read more

Our People

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We are passionate about helping people to obtain certainty in their financial lives and achieve their goals. We provide a hassle-free service and high quality ... Read more

Our Location

Level 4
57 The Esplanade
Cotton Tree Qld 4558

+61 7 5479 6660admin@cbinsure.com.au

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Coastal Business Insurance Group Pty Ltd, trading as CBI Financial Planning
ABN 61 881 141 578
Authorised Representative No. 454239
Level 4 / 57 The Esplanade
Cotton Tree, QLD, 4558

Insight Investment Services Pty Ltd
ABN 22 122 230 835
AFSL 309 996
L6, 200 Creek Street
Brisbane, QLD, 4000