Why Time Is Everything When It Comes To Elders Financial Planning

Hasty decision making can often result in regret, which is why it always makes sense to make time for elders financial planning and find the best solution to suit your means.

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Discover What You Need To Know About Moving Your Loved One Into Aged Care In 60 Minutes (Valued at $330)

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.

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Elderly Financial Planning

Are you assisting your elderly parents in their financial planning? If so, let Aged Care Help guide you every step of the way. We are a nationally renowned financial planning and management firm, recognised in excellence, and specialising in aged care financial management.

Our advisers want to help ease the worry of caring for your parents by assisting you in assessing their financial needs, as well as providing personalised solutions that will guarantee a life without financial worry and stress.

The importance of planning your elderly parents’ finances

The greatest risk of your parents’ aged care is not having a solid plan for their finances and that’s exactly where we can help. We understand that the burden of aged care expenses can weigh heavily on you and your family and we want you to give your parents the best possible choice in elder care.

Know that you are not alone in helping your elderly parents with finances as we can help with all of the following;

  • Current financial assessment
  • Evaluation long term care goals
  • Care cost evaluations and planning
  • Retirement planning
  • Identification of unexpected expenses
  • Evaluation of current government regulations and benefits
  • Detailed strategies for every stage of aged care
  • Review of those strategies to ensure there are no changes needed

Our services for elders’ financial planning

As a trusted name in the business of financial management, we strive to give you quality advice and assurance in how to handle your elderly parents finances. Our process follows 4 basic steps;

  1. Meet & Greet – Let’s sit down and talk about the situation that your parents are in. We’ll discuss their financial assets, goals and we’ll discuss what’s the best option for them going forward.
  2. Recommendation – If you then decide that you’d like more help from us, we’ll put together a more detailed strategy taking the individual circumstances of your parents into account. We’ll also answer any questions that you have.
  3. Implementation – Once you and your parents fully understand the strategy and you’re happy for us to implement it, we can get to work on creating a stress-free transition for your parent(s) into aged care.
  4. Review – Circumstances change so it’s essential that we continuously review the plan and make any adjustments that are needed.

Don’t wait to begin planning for your parents later years

Managing care, expenses, and finances for one or both parents can be stressful, and without a solid, long-term solution in place, it can be very costly too. Don’t allow your parents to become a source of hardship for you and your family. We can assist you in creating an action plan for your parent’s aged care and financial management, so that you can look after their future without stress or worry.

Call to speak to an adviser today

Schedule your parents’ financial assessment today. Our office is conveniently located in Earlwood NSW and you can also reach us by phone at 1800622892 or via email at fp@cbc.com.au.

Aged Care Help are the best aged care financial services provider in NSW. They specialise in aged care financial planning and aged care strategies. Browse our website further or call us to learn more about what we can do for you.

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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.