Strategic Wealth Planning Shepparton Victoria

aged care

Wealth Accumulation

Planning for your future.

Read More...

aged care

Protecting your wealth

Planning for the unexpected

Read More...


aged care

Planning your Retirement

Time to do the things you want

Read More...

aged care

Aged Care

Understanding your options

Read More...

Aged Care Planning

Australia’s ageing population has seen the demand for Aged Care accommodation continue to grow. We are able to provide financial advice to individuals of pension age and their families looking to enter Aged Care Accommodation.

If you or a family member are considering a move to Aged Care Accommodation there are many issues that need to be considered before a decision is made. These include questions relating to the sale of the family home, varying costs of alternative accommodation options; ongoing maintenance fees in some facilities; and what will happen to pension entitlements.

Many issues need careful consideration before any decisions are made:

  • Will the family home need to be sold?
  • Will I lose my pension?
  • Is there any government support I can claim?
  • Will I be able to afford the facility of my choice?

Our team of experienced advisers can assist you with these questions and outline strategies that aim to:

  • Maximise Age Pension benefits
  • Minimise aged care fees and charges
  • Preserve your capital
  • Improve your cash flow arrangements

We are also able to help in the completion of the Aged Care Application Forms and Centrelink Forms.

 

Call Strategic Wealth Planning on (03) 5821 2905 for assistance in understanding your aged care options

lonsdale


Strategic Wealth Planning Pty Ltd is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.

You are here: Home Our Services Aged Care and Planning