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Ph : (03) 9010 5057
Aged Care Advice | Aged Care Planning | Aged Care Funding
carefully planning your future
Aged Care Strategies
You need our services if:
- You are paying an ‘income tested’ daily fee
- You are receiving a reduced age pension
- You are contemplating selling your home
- You are negotiating the bond amount
- You don’t know if you can afford it
With so many life changing decisions, getting the right advice is critical.
Careplan Financial Solutions can assist you with:
- Maximising your Age Pension and benefits
- Minimising Aged Care fees
- Negotiating the correct Accommodation Bond and payment method
- Options regarding the family home/investments
- Organising and maintaining adequate cash flow
- How to retain maximum funds for the estate
- Assistance with all Centrelink and Aged Care facility paperwork
- Ongoing advice to maintain maximum benefits and keep pace with any legislative changes
- Maintaining your sanity in the process
Book a free no obligation careplan appointment here