Aged Care

Helping you plan for your future care needs

If you or a family member can no longer manage to live independently at home, you may need to consider moving into residential aged care.  Before you do, there are many factors to consider, including your eligibility, the costs involved and the effect on your finances and lifestyle.

Our advisors can assist by explaining the various aged care options and provide advice on a range of areas including:

  • accommodation bonds
  • minimising fees and charges
  • maintaining the Age Pension and other social security entitlement
  • implications of keeping or selling the family home
  • structuring income and assets to meet the ongoing costs of aged care
  • the potential taxation implications of different aged care options and decisions
  • estate planning needs such as Wills and Powers of Attorney

Getting the right financial advice

Residential aged care is a complex area.  Getting the right professional advice can make all the difference in ensuring your assets and income are structured effectively, minimising any changes to your pension payments and ensuring you have sufficient income to support your lifestyle and care needs for a comfortable stay.

Click on the image below for more information on Aged Care and the process involved.


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