Age Care

Age care costs can vary enormously between facilities and from resident to resident. Understanding the rules, so that costs are minimised and investment outcomes are maximised is a specialist task and one that you should seek help with. Get it wrong and you could pay thousands in additional costs and lost pension payments. Additionally, the correct structuring of investment assets can mean they grow rather than depreciate, during the time a person is in aged care. This latter aspect is obviously an important consideration for estate planning.
Should you have any further questions please click here to email us.

Should you have any further questions please click here to email us.

Talk to us before you approach Centrelink or an Age Care facility. We will assess your overall situation and recommend the best way to structure your assets/income for the best outcome both with the facility and Centrelink and, as far as possible, preserving your capital.
Should you have any further questions please click here to email us.

Advice ranges from pure information/education through to specific strategy recommendations and on to support and assistance with negotiations and placement.
Should you have any further questions please click here to email us.

Once we have a full picture of the situation and discussed the areas of advice required, we will prepare a written Statement of Advice for you. This will be the document from which others follow as Statements of Additional Advice or Records of Advice. The journey continues until such time as you no longer need our advice.
We strongly recommend that family members are involved at all times.
There are cases where information will be required from third parties. We can facilitate this with your written permission.
We do not pass any information to others without your written consent.
Should you have any further questions please click here to email us.