Wealth Connexions shares how your aged care experience can be enhanced through the help of a financial advisor.
Preparing for aged care can be overwhelming. 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 have to have a good understanding of finances, especially regarding pensions and superannuation. At Wealth Connexions we don’t expect you to know everything, which is why it’s important to consider expert advice from aged care financial advisors.
Whether you’re coming to us pre-retirement, or you’ve been in retirement for many years and are only just considering aged care, our expert advisors can support you and your unique situation. Our aged care financial advisors have an exceptional understanding of how to overcome complex issues and will supply our clients with different strategies that will work for them. Our aged care financial advisors will take all of your financial assets into account and will give you advice on where you can improve and make the most out of those assets if required. Asides from shares or bonds, our advisors also take into consideration your physical assets, such as a residential property.
We dive deep into absolutely everything so that we can better conclude our recommendations. You can rest easy knowing that our financial advisors will not only put you into a better financial position but will also offer you recommendations that could support you in the future. When it comes down to finances, we’re aware of the nitty and gritty, so that you don’t have to. As part of our role to support you, our aged care financial advisors will outline recommendations for funding accommodation payments, financially model multiple care options, ensure that you’re getting the most out of your pension, minimising nursing home fees and many more. Our job is to ensure you’re getting the most out of your individual situation, we want to see you succeed and to meet your specific goals.
If you’re considering selling your residential property, choosing an aged care payment or allowing a family member to manage your decisions, please seek our aged care financial advisor’s opinion before making any decisions. After considering all of your goals and current financial situation, our aged care financial advisors will come to you with suggestions that we strongly believe will benefit you. Our whole purpose is to show our clients how they can grow while handling the confusing or overwhelming side of finances. We will outline all of your options while answering any questions you may have. Not only do we want to help your finances grow, but we want to see you grow also. Our friendly team will do everything in their power to ensure you and your loved ones feel at ease with managing their finances, especially when planning for aged care living.
Additionally, to support you and your loved ones in planning for aged care, our financial advisors at Wealth Connexions can support you in budgeting and saving, unclaimed money, borrowing or credit, as well as bill payment and debt management. If you’re feeling overwhelmed with your finances, in addition to preparing for aged care or retirement, please be sure to raise this with our expert financial advisors and we will be there to support you.
To receive expert advice with a heavily trusted aged care financial advisor, our aged care financial professionals will charge a fee to provide you with the highest quality financial services for your journey into retirement living and aged care. At Wealth Connexions, we want to see you succeed and feel comfortable while making these difficult decisions. If you would like to receive a quote or talk to one of our friendly financial advisors, please contact our Brisbane-based team on 07 3891 5666 or email us at admin@wealthconnexion.com.au. It would be our pleasure to support you.
