Why Time Is Everything When It Comes To Elderly Financial Advice
Appropriate Elders Financial Planning Can Build A More Comfortable Future For Your Parents
If the time has come to move one or both of your parents into an aged care facility and if you are uncertain about what the future will hold and how things will play out financially, then you have come to the right place. For the past 24 years, our team of highly-experienced professionals have helped countless Australian families from all walks of life. We can help you make financial decisions across different generations and understand the importance of helping to alleviate the stress you undoubtedly feel when approaching this matter.
Naturally, not everybody is well-versed in elders financial planning, so it can be a mind-boggling world to step into. This is why it is vital to take time and seek appropriate advice that could save you paying out much more every year than you actually need to. Our team of specialists will work with you to ensure that you can make fully informed decisions that meet the needs and circumstances of your family.
You Can Depend on Our Guidance During This Challenging Transition
We appreciate that it is never easy to move a parent from their home to an elderly care facility and the trasition can place a strain on even the strongest of families. As such, things can be a little more sensitive and tempers can flare as deliberations over the right way forward progress.
Our team is adept at helping to eliminate the stress and doubt associated with the change and we are effective mediators, well-versed in directing the discussion so as to avoid unnecessary clashes between family members. Our expertise in this regard and depth of knowledge of the sector will provide you with a support that can bolster your decision-making process and instill a sense of confidence within the family.
We Make The Process Straightforward To Spare Our Clients From Expensive Mistakes
Families across Australia unnecessarily lose thousands of dollars because they did not appreciate the nature of the financial burden they undertook upfront. Those that entered into contracts and agreements in a hurry later realised their mistakes when faced with mounting bills that could easily have avoided.
Our firm is committed to breaking down the process into easy to understand steps. We work with you so that you understand what is required and which choices will serve your interests and those of your loved ones first and foremost. Clear, simple explanations help you to avoid stress and maintain focus.
How We Help You…
Present Options Available To You
We’ll take you through all the different options and plans available to you, structured so that they are specific and relevant to addressing your loved ones’ needs.
Minimising Facility Fees
We walk you through which facility fees will be applicable to your situation and how we can help you to minimise them.
Maximising Government Pension Claim
We’ll help you optimise any government assistance and pensions that your loved ones may be eligible for, so they have all the financial help they can get.
Develop a Responsible and Actionable Financial Plan
You’ll get a financial plan from our fully qualified and experienced team which addresses your parents’ needs directly, providing you with solutions that are both responsible and practically actionable.
Avoid Unnecessary Family Disputes
We can also mediate between you and your family so there aren’t any unnecessary disputes – just professional financial advice which looks after your loved ones’ best interests.
Guaranteed One-Off Flat Free
Australian families have been caught out by hidden fees on countless occasions after they committed to an elders financial plan. Few anticipate it, and none enjoyed the shock of it.
With our team you will receive a quote upfront which details our services and the applicable fee. From there you can choose whether to proceed or not, but will know exactly where you stand.
We all want to feel that we made the right decisions for our loved ones and considered the relevant information. When you understand the financial burden this enables you to budget accurately.