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.

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.