You don’t have to face the process of preparing for Aged Care alone.

We can help guide you through the process.

With professional advice and support, you can create an effective solution to suit your family and finances.

How We Can Help You

As your adviser, we can help you in a number of ways making the transition into aged care simple and easy. We’ll explain in great detail the full range of care options available as well as how the aged care system works.

Planning is always the first step in working out how aged care will work for you. We’ll outline the steps ahead and will act as a central reference point for clear and relevant information.

We’ll help you understand all the costs involved with aged care. Further more, we’ll explain how they’re divided between accomodation, care and any additional services.

We’ll assess your financial situation to establish how to cover the costs. Whether it’s best to keep the family home, rent it or sell it. We’ll look at how any pensions are affected and if they can be improved. We’ll also investigate the best investment options for any surplus money and how to manage any taxation implications.

We can highlight the implications of investment decisions on your estate plan to help avoid unintended consequences. We’ll also discuss the importance of an enduring power of attorney and guardianship.

As your adviser we can develop strategies to develop a regular and reliable income to cover your daily care fees and other living expenses. We can design strategies which take into account your family situation and estate planning needs.