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Aged Care
Financial
Advice

Get the best care for your loved one, make informed decisions and gain peace of mind.

Aged Care Financial Advice
Elliot Watson Homepage

Make informed financial aged care decisions for your loved one

The difference between the best decision and the worst decision can add up to as much as $100,000 over five years.

Transitioning a loved one into aged care is an emotional and stressful time. The process can be complex and confusing. We can help you and other family members with the process, to ensure appropriate, and considered decisions are made for the care of your loved one and their estate.

We can help you answer questions like:

Should we sell the house?
How can we afford care?
What is a RAD and ACAT?
How should we pay for the care?
Where is the best place for my loved one?
How do I complete an income and asset test?

Contact us to discuss your options. Even if your loved one is already in aged care, we can help you to ensure that their finances and estate are in order.

Achieve the best care for your loved one, gain peace of mind

Our Aged Care Specialist Adviser, Gary Watson, can help you navigate and complete all steps in the aged care process. Gary will help liaise with Centrelink and give advice on existing investments and estate planning. He will provide guidance on questions like:

How to structure and minimise fees to maximise entitlements?
What are the implications of selling or rent the family home?
Where is the best place for my loved one?
How can we afford to pay for care?
What is a RAD and ACAT?
How do we complete an income and asset test?

Aged care costs are complex and expensive, particularly if the wrong strategy is adopted. By making informed decisions, our clients can have some certainty that their assets and lifelong savings are not unnecessarily diminished by excessive charges or failure to fully access entitlements. Aged care financial management can generally save thousands of dollars. The difference between the best decision and the worst decision can add up to as much as $100,000 over 5 years.

Our driving passion is working with clients to help them achieve their ‘more’.

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