Creating Effective Aged Care Financial Planning Strategies

Preparing the way for yourself and your loved ones to enter residential aged care can be a difficult and stressful task. There is a lot to consider when you or your loved one are planning for retirement or considering aged care as an option for the future. You will need a good understanding of finances, especially regarding pensions and superannuation. You don’t have to face it alone.

At Wealth Connexion, we don’t expect you to know everything. Our Brisbane advisers are accredited Aged Care Financial Advisors that can guide you through optimising your finances when you are deciding to move into aged care. Together, we can plan to give yourself and your family time to make the best decision.

Accredited Aged Care Professional logo - Aged care financial advice - Wealth Connexion

As Aged Care Financial Advisors, we can provide detailed advice based on your personal circumstances including:

  • Explaining the range of care options available such as at-home care, short-term or flexible care and residential care.
  • Outlining the steps ahead to help you find and access the right type of care.
  • Illustrating how the Government may subsidise your aged care costs and how you can benefit.
  • Evaluating a range of payment options for your chosen aged care.
  • Delivering detailed cash flows over several years, considering tax offsets and Centrelink exemptions.
  • Acting as a central reference point for clear and relevant information on aged care and how your finances are impacted.

We’ll provide the perfect aged care solution for you.

Our financial advisors have a deep understanding of the aged care system, so you can rest easy knowing that we can help you reach a better financial position and offer recommendations that could support you in the future. Our aged care financial advisors will recommend funding accommodation payments, financial model multiple care options, optimise your pension payout, and much more. We want to ensure you’re getting the most out of your individual situation and see you succeed.

Contact us to arrange an aged care advice appointment, which involves:

  • An initial one to two hour discussion
  • Completion of an aged care questionnaire to understand your circumstances
  • Capturing written authorities and fact-finding pertinent to your situation and what aged care solution you are after

Talk to Our Aged Care Financial Advisors at Wealth Connexion!

Looking for effective aged care financial planning strategies and aged care financial advice? Look no further than our team of expert aged care financial advisors in Wealth Connexion Brisbane. Contact us today and start securing your financial future!