Smart Wealth Financial's Aged Care Financial Advice Service

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At Smart Wealth Financial, we understand that navigating the complexities of aged care can be overwhelming, both emotionally and financially. That's why we're here to offer specialised financial advice tailored to meet the unique needs of individuals and families planning for or transitioning into aged care.

Why Choose Smart Wealth Financial for Aged Care Financial Advice?

1. Expertise: Our team of financial advisors specialises in aged care financial planning. We stay up-to-date with the latest regulations and policies in Australia to ensure that our clients receive accurate and reliable advice.
2. Personalised Solutions: We recognise that every individual's situation is unique. That's why we take the time to understand your specific circumstances, goals, and preferences before crafting a personalised financial plan that meets your needs.
3. Comprehensive Approach: Aged care financial planning involves various aspects, including accommodation payments, Centrelink benefits, estate planning, and more. We take a holistic approach to ensure that all aspects of your financial situation are considered in your aged care plan.

Our Services

1. Aged Care Assessment: We provide a thorough assessment of your current financial situation and help you understand how aged care costs may impact your finances.
2. Centrelink Advice: Maximising Centrelink benefits can significantly contribute to funding aged care expenses. Our advisors can help you navigate the complexities of Centrelink rules and regulations to optimise your entitlements.
3. Accommodation Payment Strategies: We assist you in exploring accommodation payment options, including lump-sum RAD (Refundable Accommodation Deposit), daily accommodation payments (DAP), or a combination of both, based on your financial circumstances.
4. Estate Planning: Aged care planning often involves estate considerations. We work with you to develop an estate plan that ensures your assets are managed and distributed according to your wishes.
5. Ongoing Support: Our commitment to you doesn't end once a plan is in place. We provide ongoing support and guidance to help you navigate any changes in your circumstances or the aged care landscape.

Get Started Today

Planning for aged care can feel daunting, but with the right guidance, you can make informed decisions that provide peace of mind for you and your loved ones. Contact Smart Wealth Financial today to schedule a consultation with one of our experienced aged care financial advisors.

Smart Wealth Financial - Empowering Your Aged Care Journey

Take the first step in getting your cash flow to work for you rather than against you. Book a complimentary appointment with a Financial Adviser from Smart Wealth Financial.