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Aged Care Essentials Checklist: Your Guide To Understanding
Aged Care Transitions

Fill out the form below to download your free guide.

Are you or a loved one considering moving into aged care?

It's important to be aware of the financial implications that come with this decision. 

By working through this checklist, you can ensure a smooth transition into aged care and protect your financial future.

We Know Aged Care

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Personalised Aged Care Financial Advice

Deploy a financial planning
strategy with full insights and protect your family's well-being

Your financial advice will include the development of a payment structure to cover aged care arrangements.

 

We include long-term mapping of various financial scenarios; including renting or selling the family home,  and specialist investment solutions so you can make informed decisions.

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We will implement your financial structure with ease, and do the leg work for you!

We take care of implementing the program including administration and execution that includes submission of relevant paperwork [and phone calls] to various groups including Centrelink.

 

We take the hassle out of the execution phase, so you can take care of the important things.

 

You can move forward with confidence that our expert team are here to navigate the process for you.

Why Use Us?

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Trusted Advice Since 2001

We have helped hundreds of clients realise greater financial security. Offering a holistic approach coupled with almost 20 years of experience, enables us to unlock more options for your families aged care situation.

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Fast Turn Around

We understand that aged care can often be unexpected, and because we are the aged care specialists, we can setup a financial structure and solution, including execution, quickly.

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Save Tens of Thousands of Dollars

With a tailored strategy developed by one of our financial advisers specialising in aged care, and the right asset structure, you can ensure that your loved ones are setup with a long term plan and reduced financial burden.

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A Passion for Aged Care 

We have a deep understanding of the emotional stress when organising aged care. We will work with you and your family to structure financial solutions that meet your needs.

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