RetireInvest Wangaratta, Benalla and Albury
Phone: 03 5722 2226
Locations
16 Templeton St, Wangaratta VIC 3677
3 Cecily Court, 68 Nunn St, Benalla VIC 3672
Suite 8 Level 1/320 Urana Rd, Lavington NSW 2641

Dealing with decisions on aged care can be overwhelming, but identifying the key issues and getting the right advice can help give you the clarity you need.

The fundamental objective is to achieve the best care without spending more than is necessary. The issues of assets, income, pension entitlements and type of care are interrelated and complex and there is no one-size-fits-all solution.

We have identified five key questions that need to be addressed.

  • What are the accommodation options?
  • How much is it going to cost?
  • Does the family home need to be sold?
  • What are the impacts on the age pension?
  • How can ongoing income meet your expenditure?

These critical questions can help you find the answers on aged care fees, dealing with the family home, Centrelink entitlements and structuring investments appropriately.

How we can help

We can help you find meaningful answers with advice that can help you to:

  • fund aged care fees
  • make the most of Centrelink entitlements
  • appropriately structure assets and investments
  • provide a suitable ongoing income solution.

Our advice is designed to complement other assistance sourced from professional and government based services, such as your family doctor, the Department of Health (Aged Care, Assessment Team), your solicitor and Centrelink.

Talk to us today