Services
Aged Care
Not only can the Aged Care environment be incredibly complex to navigate but it generally happens at a time that is very stressful and emotional for you and your loved ones.
We recoganise that aged care is a complex and sensitive issue that requires careful planning. In short our aim is to help our clients:
- Understand their Aged Care options and how it works
- How it interacts with their Centrelink Entitlements and subsidies
- Assess the financial viability and affordability of those options
- Provide peace of mind in knowing that they have positioned themselves to maximise there entitlements and are well established with a plan to enter Aged Care
This can involve:
- Paying for bonds and upfront costs
- Keeping versus selling your home – impact on pensions, subsidies and if capital gains tax applies
- Affording ongoing care
- Maximising Social Security and analysis of income and asset tests
- Gifting
- Estate Planning and inheritances
- Asset Management
For more information on how these can benefit you or what this can mean for you contact us today for a FREE, no obligation consultation with one of our financial consultants!
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