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