Financial Planning For Aged Care

The aged care financial services we provide in Perth include assistance in dealing with nursing home costs such as Refundable Accommodation Deposit or RAD (previously known as accommodation bond), Daily Accommodation Payment (DAP), Means Tested Care Fee, and basic daily care fees.

These fees are often complex and difficult to understand, thus causing stress for many families. Perth Aged Care Financial Advisers specialise in giving well-thought and carefully structured aged care financial planning. It is crucial that you seek experts’ advice in this important family decision to avoid serious mistakes and to enjoy long-term benefits in return.

Our experienced financial advisory services in Perth guide you when dealing with:

  • Refundable Accommodation Deposit (RAD) funding strategies
  • Personalised financial model for your aged care services and options
  • Maximising aged pension benefits
  • Minimising aged care fees and charges
  • Negotiating with your residential aged care
  • Aged care assistance and support

Our financial advisers help you get started and lead you to wise decisions when it comes to aged care. Some of the benefits our clients enjoy are:

  • A bright path ahead
  • Stress-free entry into aged care
  • Significant savings on nursing home costs
  • Better cash-flow
  • Avoidance of unnecessary mistakes
  • Ability to enjoy superior nursing home care and upscale services

The Aged Care Advice Process

Every aged care case is different and we use a unique approach for every client. There is no single ‘one-size-fits-all’ formula. Our team of aged care financial advisers will consider the different circumstances, resources, options and emotional factors to determine the most suitable solution required to help each client.

Still, there are common steps in the process that remain constant for each client. This is a collaborative, transparent process that we always follow in order to provide clear, concise financial advice that delivers results for our clients:

Advice Fees Explained

We are licensed financial planners for aged care in Perth and authorised representatives of Charter Financial Planning Limited. We follow the best practices in the industry and adhere to the standards of Future of Financial Advice Act (FOFA).

We understand that our clients have unique needs and each case varies from person to person. Though we can’t have a standard fee for all, we follow a quote range as a guide. The quote range is highly dependent on client’s existing requirements and circumstances. To obtain an initial quote range, please don’t hesitate to call us and inform us of your expectations.

To help you get started, we are offering free and no commitment initial consultation. After assessing your needs, we can provide you with a quote range if you decide to continue to avail our services.

Extra Services We Offer

  • Retirement Planning
  • Inheritance Management
  • Succession Planning
  • Estate Planning
  • Intergenerational Wealth Transfer