Aged Care Planning

Preparing for aged care begins with understanding the role that funds play in the future for you and your family. Transitioning into aged care, requires good financial planning and advice.

We’re here to review, plan and outline the financial requirements on you or your family.

Some of the things you need to consider are:

Should you sell or keep the family home?
What other assets should you sell and which ones should you keep?
How are the ongoing costs going to be covered?
Is there any government assistance available?

We can help you:

Identify your true financial position.
Analyse your aged care options.
Decide which assets you should keep or sell.
Maximise any government benefits available, such as the Age Pension.
Understand the complexities of estate planning.

Need some aged care financial advice. Get in touch.

Maximise your benefits and plan your finances for a smooth transition into Aged Care.