Aged Care Financial Planning
Austbrokers Countrywide Financial Services
Austbrokers Countrywide Financial Services specialises in assisting seniors and
families with the complex financial issues surrounding the move from independent
living to residential aged care.
We understand that the decision of moving into an aged care facility can be
emotionally stressful to you or your family members. We aim to reduce the added
stress of having to work through the financial minefield that can be presented
by aged care.
Our advisers have extensive experience in financial services and aged care
fee structures.
We help you understand your options so you or your family member can make the
right financial choices including:
- Provide advice on the affordability of aged care and the associated costs
(daily care fees, income tested fees, extra services fee)
- Advise on the best way to pay the accommodation bond or charge
(investigate alternatives to selling the family home)
- Provide advice on maximizing your government benefits and entitlements
- Provide investment advice to ensure your available assets generate the
cash flow needed for today and the future
- We will liaise with your placement agency on your financial position
As specialists in aged care financial planning we can help you simplify the
process and ensure you get the care you want and need.
Find out more here
 (126KB).
Call us now on 03 9835 1351 to discuss your options or to make an appointment
to meet with one of our Advisers.
Our initial meeting is free of charge and obligation so we can determine if
we can be of assistance. Austbrokers Countrywide Financial
Services incorporates APESMA Insurance & Superannuation Services and
Member Advantage Insurance & Superannuation Services. Austbrokers Countrywide Financial Services is a Corporate Authorised Representative of
Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 Australian Financial
Services Licensee – License Number 244252 7/50 Borthwick Avenue, Murarrie, QLD,
4172 |
