We can assist you with access to a licensed financial planner for superannuation, insurance & investment needs, personal budgeting plans, retirement & succession planning. We have found that including your accountant in discussions with a financial planner is extremely beneficial to ensure all aspects of your future goals are considered.
Whether you are considering aged care for yourself, a family member, a friend or loved one it can be a complicated and emotional process. With the advice of our Aged Care Accredited Financial Planner, you will be better placed to make the best decisions about aged care to ensure both physical and financial wellbeing. Some major decisions are faced by those considering aged care and seeking advice helps to understand the complex financial implications. Decisions like keeping and renting or selling the family home can have an impact on pension entitlement, tax and aged care costs. Uninformed financial decisions can cost thousands of dollars, and in some cases restrict the options of care available to you. Each financial decision should be given careful consideration to ensure entitlements, fees and charges and your assessable assets are all working in the best way possible for your individual circumstances.