Financial Services
Confused and overwhelmed about understanding the cost involved when
you’re considering home or aged care options? Or would you like advice
on the financial implications of downsizing and moving to a retirement
village? Our experts can help you find the best solution for your
circumstances.
Aged Care Guide is working with financial services experts to provide
individually tailored financial advice that will give you an
understanding of your current financial situation and all the options
available so you can make an informed decision about your future.
From financial planning for aged care or retirement, understanding
aged care fees and the impact on your pension, managing assets,
investments and ongoing costs, or assistance with centrelink and DVA
forms, these professionals can help you create a financial plan that
delivers the best outcomes for you.
They can assist you at any point during the process, whether you’re
just starting to look at options or are ready to find a care solution or
retirement community.
With their knowledge and insight, you can feel confident that you’ll
be able to make an informed choice when deciding on a provider, and be
supported by an independent expert to answer any questions you may have
along the way.
How does it work?
When you call us on 1300 863 216 or request a call back through the
form above, one of our financial services partners will talk with you to
understand your needs and circumstances.
They may then organise a face-to-face meeting, video or phone call
with you and your family to get an understanding of your current
financial situation so they can provide tailored advice for your
individual circumstances. They will look at your income and any assets
or investments you may have and will ask questions about your goals and
what you would like to achieve.
They can also connect you with placement services if you are ready to
find a home or aged care provider or retirement village, assist with
payments and forms and answer any questions you may have about fees and
charges.
Who will I speak with?
All consultants answering the phone have expert knowledge of
financial planning for aged care and retirement and have been working in
the industry for over ten years.
They are fully qualified financial advisors who will take the time to
listen to you, understand your situation, answer any questions you may
have and provide you with transparent and comprehensive advice.
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