Aged Care Financial Strategies
We are accredited aged care financial strategies.
Aged Care Strategy & Centrelink Pension Advice
As accredited aged care financial strategists, we have the skills to assess financial position, expected aged care costs, advise on funding options and how to lessen the burden both in aged cares fees and Centrelink benefits.
We not only provide advice on qualification for benefits and how to enhance them, we assist in the claim process or amending record of assets.
When applicable, we include the provision of aged care funding as part of our annual client strategy review process.
My husband and I saw Alan about six months before my husband passed away. We knew he was terminally ill and we were concerned that the remaining assets would mean that I would lose my aged pension and the associated benefits.
A family conference resulting in a change in asset structure and the provisions in my late husband’s Will, has kept me on pension. The family arrangement has meant that I have not been impacted financially.
This would not have occurred without Alan’s guidance as the solicitor was not across the Centrelink assessment issues.