financial strategy

- Aged care

Making the right choice for the whole family

The prospect of entering aged care is a complicated one, and can be a distressing time for all the family. It involves important financial decisions impacting your family home, finding the right facility, your pension, Centrelink assessments and estate planning.

We provide advice on how to structure your financial assets to achieve the most ideal outcome for yourself, your spouse and family. We take into account your current circumstances, all your objectives as well as any unique requirements when assessing the strategic options available. Often this process falls to family members, but by obtaining specialist advice you will have the information needed for the whole family to make fully informed decisions.

With our help, preferably early on, an otherwise stressful process becomes much clearer.