Aged Care Advice
At Page Financial Services we have the expertise and experience needed to help you improve your financial outcomes.
Unfortunately for many of us there may come a time in our lives when we require additional support and assistance in daily life. Often this starts with obtaining additional support at home but inevitably when the time comes when you can no longer manage at home without being a burden on your family you may need to consider moving into Aged Care.
Page Financial Services will offer you detailed advice including:
- Information on the costs involved,
- Illustrating the effect on aged pension entitlements and your investments,
- Analysing a range of payment options for your care at home or in residential care,
- Providing detailed cash flows over five years,
- Projecting future asset values for beneficiaries,
- Modelling the impact of concessions for your home.
The costs associated and complexity of choices involved can make this a time of upheaval and very worrying for you and your family unless you plan.
Through obtaining advice and planning for this change you can:
- understand the outcomes,
- ensure you are comfortable with the planned arrangements,
- make sure you understand how the cost involved can be funded,
- try to mitigate or reduce the effect of the lump sum and ongoing costs on your eventual estate.
Knowing what to do and what your options are when you or your loved ones can no longer live independently can be confusing. At Page Financial Services we look after and assist our clients with specialist aged care advice. We will help you to make appropriate choices for your individual circumstances and guide you on all financial matters.
"Gimli has always treated me with respect and attention and, importantly, listened to what I want to achieve. I have every reason to be happy with the results.
He has a friendly, pleasant manner and is able to explain what he has to say in a way that is easily understood, explaining risk or how best to achieve my goals. He has been patient when listening to my fears and has clearly and thoughtfully explained how the portfolio is structured so as to manage the risk. I wouldn’t hesitate to recommend Gimli to anyone and would be very happy to continue dealing with him for years to come."
- Desmond L (71)