Often when the time comes for a loved one to enter aged care, it happens quite quickly. Decisions need to be made in a timely fashion. You need aged care financial advice and you may not know what that enatils. Here’s how it works:
Call us!
The first port of call is to call our office. Book in a time that suits you to recieve aged care financial advice.
Get your financial information together
We will send you a simple checklist. This will have all the information required for us to help you based on your circumstances.
Attend your first meeting with Claudia
In this meeting, you will talk through the role that funds play in the future of your loved one and possibly for your family as well. This is where our specialist aged care advice really comes in to play, as it is a niche that we pride ourselves on being experts in.
Outline your financial position
We will then help you determine your assets and your estate to ensure your wealth is safe and secure and everything is in order. Once we determine your true financial position, we can then outline your aged care options and explain this to you in a clear, easy to understand way and map out your options.
Confirm your entitlements
As we have been doing this for a long time, we know all the ins and out especially with Centrelink to ensure your finances are best structured to recieve the maximum entitlements.
Choose an aged care facility
Once you know where you stand, you can confidently then start the ball rolling on touring aged care facilities and deciding where may be right for your loved one. We have written an article here with some tips on choosing a facility. The government runs a provider comparison tool which you can use here.
We understand this can be a very overwhelming time. Start with a call to our office- no obligation, and see if our service is right for you.