Aged care decisions can be complex. When contemplating your move to aged care, receiving specialist advice can ease the stress and give you peace of mind.
Alteris are specialists in the field and will assist you to make the right choice for you.
Aged care financial advice is a highly specialised field in which most financial planners only have a limited understanding. Alteris Financial Group's specialist lifestyle and care financial advisers are aged care specialists and are highly skilled to assist you or your loved one to make what can be a challenging transition with confidence and dignity.
The best way to fund and manage aged care depends on your specific financial circumstances and goals. Alteris specialist financial advisers are here to listen and focus on understanding the needs of each individual and their unique situation. We understand that the decisions our clients are faced with can seem overwhelming and can be highly emotional too. We will make sure we fully understand your needs and will provide you with a range of financial options so you and your family are empowered to make an informed decision.
Our specialist advisers provide you with all the information and advice you need to make an informed decision, covering key issues such as:
- Fee structures and affordability of care
- Correct structuring of your assets and income
- Maximising your Centrelink/Department of Veteran Affairs (DVA) Pension entitlement
- Minimising the ongoing cost of aged care, and
- Decisions around keeping or selling the family home and your estate planning wishes.
We guide you through the range of financial options available and the different care support services and packages available. We anticipate any issues that might arise and explain the best way around them.
Advisors & Professional Services
- Available in NSW
- Financial services