Our Service

Our Service

All-inclusive Aged Care Financial Advice

We offer Aged Care Advice that covers all of your needs. The beginning of our service is generally a chat about your circumstances, from here we plan and arrange for the first official meeting, we call the “Family Conference”.

As the needs of our elderly family members often impact on the family as a whole we invite all family members and potential beneficiaries to the “Family Conference”. This session allows us to gain an understanding of our clients’ needs as well as the needs of the wider family. Our focus is on you, we gather information from you at this meeting and work towards offering advice to match your needs.

During this meeting we will also offer you the invaluable “Selecting a Facility” guide. This tool can assist you in asking the right questions of each Facility you review to assess if it meets your personal needs.
Once you have visited a few facilities and have narrowed down the ones you may like to enter, we will then read the “Residential Agreements” and “Accommodation Bond” information, we review these contracts to so we can demonstrate to you the financial impact of each facility should you choose to enter it.*
You will then be well on your way to entering the Facility of your choice.We then meet with you and your family to discuss all the different options that may be available for you to fund your move to a Facility. At this meeting you will be presented with an all-inclusive “Statement of Advice”, which covers in detail the financial options available to you as well as the implications of each option.*Maximum of three Residential Contracts reviewed as part of the ‘All-Inclusive’ Aged Care Financial advice service. A fee will be payable for additional Residential Contracts of Facilities work