Stronger, Better Financial Position
If we are not able to place you in a better financial position, you won't be charged for your service
Initial Consultation Free Of Charge
Your first meeting will be free of charge, to ensure you feel we are the right fit for you
Genuine Care For You & Your Parents
Everything will be done to ensure you are able to secure the best quality of care for your parents
Speaking So You Understand
Always speaking to you in plain English – no complicated jargon or confusing industry lingo
1. Your first meeting will be scheduled. Lasting for roughly one hour, this meeting is free, and will be used to establish an idea of your financial position and circumstances.
2. From this information, we will develop a 'financial picture' and visualise with you your financial future. Fees for the service going forward will also be outlined during this session.
3. Recommendations will be devised, designed to fit in with your goals and assist you in achieving the financial future you desire.
4. A second meeting is scheduled, where we present to you our recommendations and show you how to maximise your aged pension, ensuring a stronger income and contributing toward your aged care expenses in the most tax-effective way.
What upfront costs will I need to pay towards Age Care?
We can help you determine how to pay for your accommodation. This may involve a lump sum payment, regular instalments or both.
How much will I pay for ongoing care?
There are strategies available to minimise the fees you pay. The decision to maintain ownership of your home or to sell can be an important factor, along with your investment decisions. A poorly executed plan on the other hand, can result in a lower Age Pension and higher age care costs.
Shoud I keep my home or is it better for me to sell it?
There are many considerations to be made in the choosing what to do with your family home. Shoud you choose to keep your home, strategies will be discussed in paying the agreed accommodation costs, and what will become of your home for social security and aged care purposes. Should you ultimatey sell, the best opportunities will be identified in investing proceeds from the sale, along with recommendations for striking a balance between generating an income, maximising Age Pension and minimising aged care fees.
How can I afford to pay for ongoing care?
Through assessment of your investment options and other financial circumstances, we will help you maximise your income as much as possible