Helping clients transition smoothly into aged care
When the time comes to help a loved one into an aged care facility, it can be confusing and emotionally challenging for everyone involved.
Family members want the best care for their loved ones, but the practical issues also need to be considered. Will their cash flow support their care needs now and in the future? Will their pension entitlements be impacted? Will the family home need to be sold?
Progressive Financial Solutions have Aged Care Specialist Financial Advisers who can help residents understand the true cost of aged care through:
- explaining the financial impact of the relevant fees and charges and determining those that are applicable to you
- evaluating the facility fees and charges, and minimising them where possible
- ensuring you maximise your Centrelink/DVA entitlements and assist with claiming entitlements
- developing a plan to ensure your money will last, allowing you to afford care in the long term
- considering whether to retain or sell your home to obtain capital to pay for the aged care facility
- presenting you with the options available so that you can make an informed decision.
Please call our friendly staff to arrange an obligation free consultation on 03 9600 9052.
“We were overwhelmed and anxious about mum entering care but Joe put our minds at ease. We were confident from the first meeting that he was the right person for us as his honesty and expertise assured us he had our best interest at heart. He took care of everything right from the start and followed through on his word. We are thankful to Joe and his team for their commitment and ongoing support, as he removed the financial stress from us during this emotional time…”- C. Douglas
“Getting Joe involved in dad’s move into care was the best decision we made. He has been wonderful in guiding us through all the challenges and steps. He also assisted and sorted out all of dad’s Centrelink requirements, which was a relief in its own. With his kind attention, the transition for dad has been seamless and the entire family is very happy …”- N. Falla
Progressive Financial Solutions are Authorised Representatives of Financial Wisdom Limited ABN 70 006 646 108 AFSL No. 231138.
Advisors & Professional Services
- Available in VIC
- Financial services