The prospect of putting plans for aged care can be intimidating, after all, you’ve worked hard to accumulate your assets and you want to know that they are going to be put to the best in your later years. You also want to know that you are making fully informed decisions about your aged care planning in order to choose the best option for your future and for your family. Smart Wealth Financial Solutions offers competitive fixed fees and transparency around inclusions, so you know exactly what you’re paying for. We believe that we can provide value to most people at these affordable rates. Early planning and good advice is essential during this stressful time, and we’re here to help.
Moving a family member into aged care can be a difficult and stressful time for both you and your family. There are many personal and financial decisions to be made, and it can be tough to know where to start. We can provide you with aged care financial advice to help you understand the costs associated with different care options, and how to structure your finances to pay for the right level of care. We can also help you navigate the aged care system, so you can make the best choices for your future. We will establish your financial position, maximise your income and investment position, and ensure you can meet all your financial obligations. Our aim is to ensure you get the right care at the right time, giving you and your family the peace of mind that comes with knowing that your financial affairs are in order and your plans are documented.
We have designed a range of packages to meet your individual needs. Contact us today to learn more about how we can help you plan for aged care.
- Help you to understand the aged care landscape and Centrelink/DVA
- Explain how we can help you to achieve what’s important to you
-
Summary of your current situation and goals and objectives
-
Explanation of your aged care fees
-
Cashflow report (day 1 position only)
- Help you to understand the aged care landscape and Centrelink/DVA
- Explain how we can help you to achieve what’s important to you
- Summary of your current situation and goals and objectives
- Explanation of your aged care fees
- Cashflow report (day 1 position only)
- Summary of your current situation and goals and objectives
- Explanation of your aged care fees
- Your aged care options – up to five alternatives for restructuring your assets and meeting your obligations
- Tax and estate implications of each alternative
- Cashflow and asset projections to show you the outcome of each alternative over each of the next five years
- Complex Situations
- A one-on-one meeting to go through your written strategy document to help you understand the implications of your decisions
- Phone and email support throughout the duration of the project
- If included in the recommendations, complete, lodge, and follow-up investment applications
- Assisting you to complete your cost of care form
- Help you to understand the aged care landscape and Centrelink/DVA
- Explain how we can help you to achieve what’s important to you
- Summary of your current situation and goals and objectives
- Explanation of your aged care fees
- Cashflow report (day 1 position only)
- Summary of your current situation and goals and objectives
- Explanation of your aged care fees
- Your aged care options – up to five alternatives for restructuring your assets and meeting your obligations
- Tax and estate implications of each alternative
- Cashflow and asset projections to show you the outcome of each alternative over each of the next five years
- Complex Situations
- A one-on-one meeting to go through your written strategy document to help you understand the implications of your decisions
- Phone and email support throughout the duration of the project
- If included in the recommendations, complete, lodge, and follow-up investment applications
- Assisting you to complete your cost of care form