Is Now The Right Time To Seek Out Financial Advice For Seniors?

Taking The Time To Find Financial Advice For Seniors To Help Plan For Their Future Care Sooner, Rather Than Later, Can Save Families Thousands Of Dollars Every Year.

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Follow Appropriate, Informed Financial Advice To Ensure The Best Solutions For Your Family And Its Senior Members

Those seeking out financial advice seniors can depend on to inform them of their options and plan financially will find exactly what they are looking for right here. We are a financial planning team, specialising in aged care advice that Australian families have turned to for over two decades when they were in need of help, advice and assistance. Our knowledge of the industry is vast so you can have confidence that we understand the various stressors involved and the tough decisions you face.

Our experienced team will help breakdown the confusing jargon and costs associated with financial plans designed for senior citizen care to ensure that you find the right solution for your folks and family. With our team to your back, you will be spared a hasty decision that could cost you much more than you wish to pay over the coming years.

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Financial Advice For Seniors

Are you searching for the best financial advice for seniors? If yes, we’re here to help. Aged Care Help is a recognised name in financial advice for senior citizens. We are committed to offering quality financial planning solutions from early retirement to specialised aged care. Let our specialists and advisers walk you through your personalised financial solutions so that you can reach your goals for retirement.

Peace of mind in your financial planning is our top priority

Making sure that you have the best financial advice possible in your long term planning is key to your peace of mind. With our dedicated financial advisers for seniors creating individualised solutions to meet your own goals, your continual financial success will always be in the most capable hands.

Selecting your financial advice options

While there are many finance management companies to choose from, the team here at Aged Care Help offers unique and custom tailored solutions and advice for every stage of your life. Our experienced advisers are able to give you the knowledge and guidance you need to make the best decisions for your future.

We can help you plan in the following areas;

  • Creating a budget
  • Planning for retirement
  • Saving for retirement
  • Debt reduction prior to retirement
  • Aged care financial management
  • Care service expenses
  • Housing and home ownership expenses
  • And More

How can financial planning help you?

Financial planning for seniors can be especially taxing for seniors. We can remove the stress and anxiety that can be caused by extensive and in-depth long-term financial management. Our straightforward planning process will be broken down step by step and carefully considered in order to ease you into your new chapter in life.

By planning ahead, you’ll be able to live your later years in comfort and without worry. Below are some reasons why financial planning is so beneficial to seniors:

  • Financial peace of mind for the individual and their families
  • Strategies in place for unexpected expenses
  • Debt and expense management
  • Investment management and protection
  • Estate and power of attorney planning

We provide quality long-term financial advice and solutions for senior citizens

Retirement, especially without loved ones near by, can be lonely. We want to help making your post-retirement living as enjoyable as possible so get in touch with us today to learn more about how we can help.

Book your appointment with a financial planner today

Get a head start on planning your future by seeking the best financial advice for seniors in the industry. Please call us at 1800622892 to schedule an appointment at our Sydney offices in Earlwood. You may also email us at fp@cbc.com.au or fill out our Enquiry form on our website.

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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Our Financial Advice For Senior Care Will Enable Your Family To Make Decisions With Confidence

Let’s not overlook the pressure experienced by families that must move their parents to an aged care facility. Discussions about and involving financial advice can dredge up feelings of uncertainty and create tensions that are inspired only from the desire to make the right decisions for the senior family member.

In such situations, our team is here to assist, guide and mediate if needs be to help the family pull together and objectively make decisions without ending up at odds with each other. We want our clients to rely on our expertise and experience in this regard and understand that we will do our utmost to ensure that you are as informed as you can be so that the stress associated with making a wrong decision is minimal.

Helping You Reduce The Risk Of Making Costly Mistakes By Keeping It Simple

Financial advice for senior care is loaded with jargon, industry terms and a maze of hidden terms and conditions that trip up Australian families each and every year. In a stressful time, quick decisions may seem like the best way to progress things, but this could have major implications for your financial security later on.

With our firm working with your family, you will be able to proceed confident that the process has been explained in a manner you understood, which has empowered you to make decisions that you know are ideal for your family and circumstances. Step-by-step we will be there to help you manage what might otherwise be a stressful time.

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.

One Payment – Guaranteed

Our firm believes in honesty and transparency, which is why we quote our services and relevant fees to all prospective clients before they ever commit to us.

We appreciate how frustrating hidden charges can be and have heard countless stories from Australian families that were stung by fees they did not know existed when they signed their senior care contracts.

We want you to feel comfortable in the knowledge that you have made an informed choice that you can stand over and know will cater to your loved ones’ needs.