Helping a family member move from independent living in to an Aged Care facility is never easy. Stress and looming financial pressures can be overwhelming and lead to misinformed and rushed decisions. We’ll help you make the optimal choice for you and your loved one.
We will guide you through the aged care financial maze and help you understand all of the costs and benefits of each option so you can choose the best approach.
We’ll help you create a strategy to fund accommodation payments and varied care options and assist with managing current assets, expenses and estates.
We can assist with completing and submitting Centrelink paperwork, fee negotiations with aged care providers and further ongoing support should your circumstances change.
Our services include
Develop a comfortable lifestyle for your retirement, create legacy for your loved ones, and develop a clear road map, with reassuring guidance and support. Maximise all available government subsidies and support.
Helping a family member move from independent living in to an Aged Care facility is never easy. We can help you understand and plan for these costs and create a strategy that is right for you.
You worked hard to build your business. Utilising funds correctly from a business sale is crucial to help secure your retirement.
We thoroughly analyse your current situation to ensure your superannuation funds are working hard and that your retirement plans are on track.