Financial services in Buckrabanyule, Victoria 3525

Sage Care Advice is privately owned, and the Sunshine Coast’s leading aged care financial experts, we have earned our reputation of excellence in this specialised field.We have a big commitment to assisting our clients with aged care funding issues. From achieving the right balance between minimising fees, maximising the age pension and ensuring affordability of care fees to liaising with your aged care provider and Services Australia. We reduce the burden of business and leave you more time to focus on your loved ones.We'll save you time and stress, leaving you to focus on your family.

Forbes Fava Financial Planning services the needs of Melbourne, Geelong and the Surf Coast. Aged Care is a complicated area to fully understand. There is a lot of information to sift through and the conversation is sometimes a tricky one to approach. At Forbes Financial Planning we help to make navigating aged care easier for you and your family. The financial issues of aged care are complex and you need to obtain an accurate understanding of the facts as they apply to you and your unique needs. Getting a basic understanding of what forms to complete, when to complete them and where to send them can be a difficult path the navigate. The best financial strategies and options will depend on your specific circumstances, objectives and situation. When you know all your options, it’s easier to make decisions for you and your loved ones. As a certified Financial Planner (CFP), Cameron Forbes holds the highest designation in financial planning, coupled with commitment to the highest ethical standards.  How we can helpWe will help you cut through the vast amount of information that is available online, government departments and well meaning friends and neighbours. We will focus on highlighting the information and issues that are important to you and your specific financial situation.  Cameron can expertly assist you with:  Understanding the Aged Care Application Process How Aged Care fees and charges work Funding your accommodation deposit Completing means tested assessments and estimating your payments Paperwork for Centrelink, DHS and DVA Representation to government departments and aged care facilities as a third party Your Age Pension eligibility and the impact your decision making has on your entitlements Tailoring a Financial Plan that meets your objectives Financial guidance on whether to sell or retain the family home Preserving assets and investments Cashflow, asset protection and estate planning strategies that match your expressed wishes Financial strategies that can improve your financial position Ongoing support and advice. Our fees are easy to understand, so you know exactly what you are paying for. Your first discussion at Forbes Financial Planning is obligation free. Contact Cameron Forbes now to arrange a consultation.

Balance Retirement & Aged Care Specialists are a family owned and operated financial company that have specialised in financial planning, aged care, retirement villages, private home care, and estate management for over 15 years. Our role is to help clients navigate through their later stages of life, as everyone's financial situation is unique. We use our own software that we created to easily show our clients the options that they have available to them and how it will affect their personal finances. We understand that clients want options when making decisions about their future and we help guide them by providing financial outcomes of those options to help make their decisions easier. We can help you regarding all matters aged care including- Am I going to be Supported or an Unsupported resident?- Do I pay a RAD, DAP or Both? - How am I going to pay for Aged Care & can I minimise the fee’s? - Can I maximise my pension? - Can someone help me fill out the Centrelink/DVA forms? - Are there facilities that can cater to my needs? - Can I get help with my estate, so my family have one less thing to worry about?  - Can someone show me the different financial choices I have? Call 1300 556 287 for your free phone consultation.We can also provide a concierge service if you are needing to sell or rent the home, needing trusts or reviewing wills and estates, help to find an aged care home through aged care placement, or a flat fee probate service.We have mobile specialists across NSW, ACT, QLD and TAS that can come to you or we can use video technology to conduct meetings which is discounted from our face to face price all across Australia.