Needing help making the right decisions?...
We understand that arranging for a loved one to enter permanent care can be a daunting and stressful time. Everybody deserves the best care, in the best facility, with the best financial outcomes. There is an abundance of information out there to help you with your decision making. But how does all that information relate to you? How do you know that the decision you’re making now about the family home, could affect your pension and aged care costs in a few years.
We can help you by sorting through all that information, and relating it to your very own situation and circumstances. We can make the process of entering an Aged Care facility simple. We can hold your hand through the whole process, guiding you to achieving the best outcomes for you, and following up with ongoing service to make sure you stay on track.
As specialist advisers, our role is to guide you through this journey, and lead you to the best outcomes for you. Your financial success is working with us (Financial Success), “helping you to make the right decisions”. Let us help you with the following:
- How to fund the entry fees?
- What is the best option to pay the entry fees?
- Can I afford this facility?
- Do I need to sell my house to pay for my care?
- Are my assets secure?
- What Centrelink and DVA entitlements may apply to me?
- How to minimise the ongoing costs?
- Will my money last?
- How do I continue to stay on track once in care?
These are just a few of the questions we can answer.
…… helping you to make the right decisions
Denise Kipling DFP CFP
CERTIFIED FINANCIAL PLANNER
Accredited AGED CARE PROFESSIONAL TM
Mobile: 0413 243 665 or Phone: (08) 8223 6880
'It has been such a relief having Denise help us with the finances for mum and dad over the past six months. She has an extensive knowledge of the ins and outs of aged care and provided us with a wide range of options which enabled us to make informed choices in regard to property, shares and investments. On top of this she showed a keen interest in mum and dad's wellbeing. We appreciated her understanding, patience and thoughtfulness during this challenging time.'
Helen (25 March 2015)
*Financial Success (SA) Pty Ltd is a Corporate Authorised Representative of Financial Wisdom LtdABN 70 006 646 108 AFSL 231138