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The process for entering Aged Care can be daunting and complex. 

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We can help you or your loved ones understand the Aged Care process including how to be assessed, the services available to you and the Financial Planning strategy. 

 

We commonly help with the Financial Planning Strategy to:
 

• Provide clarity through the advice and the modelling scenarios. 
   

• Provide support to navigate the Aged Care system and process. 
   

• Develop the strategy, for example whether to pay the Refundable or Daily Accomodation Payment. 
   

• Provide tailored investment advice considering your new situation, investment timeframe, tax, income and means testing considerations.