Aged Care

Aged Care Services

MBA Financial Strategists guide you through the process of managing and accessing aged care so that you don’t have to feel like a fish out of water


Aged Care Advice

Are you or a loved one considering moving into aged care but aren’t sure where to begin? Maybe you’re worried about the costs and financial decisions that will be associated.

Our team of MBA financial planners understand that this can be a daunting process, which is why they work with you throughout the entire process. This includes considering all of your financial options, having a well-thought-out plan, and filling out any relevant paperwork.

What Is The Process?

We’ll sit down with you to discuss any relevant aged care costs, and help you figure out how you can best structure your assets to minimise the overall amount you have to pay.

On top of this, we’ll:
– Take a further look at the impact aged care services could have on your financial situation
– Consider the benefits of your selling your home vs. keeping it as a rental property (to subside your income)
– Guide you throughout the entire process of preparing for aged care
– Refer you to someone that can best help you with placement options.

With expert knowledge and guidance from our team of financial planners, the process will instantly be made a whole lot easier, giving you complete peace of mind and comfort.

Aged Care Financial Advice

Looking to organise your finances and start the aged care financial planning process? Our team of expert financial advisers are well-versed in aged care services and will be able to provide you with the guidance you need to transition.

View our seven-step planning process today, and feel free to get in touch if you would like to speak with someone.

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