AGED CARE ADVICE AND FINANCIAL PLANNING IN BRISBANE
We are here to help you understand the options and processes for aged care. We offer professional aged care advice to help you make the right aged care decision when it comes to looking after our loved ones. We understand life does not always go to plan. Entry into an aged care facility can sometimes be an unexpected, stressful and time critical event. That is why we have a team of aged care advice specialists right here in the Brisbane Bayside suburb of Cleveland. We can assist you to avoid costly mistakes when it comes to aged care. We can help you understand terms such as a Refundable Accommodation Deposit (RAD) or Daily Accommodation Payment (DAP) and assist you calculate your aged pension and Centrelink benefits. That way you have someone by your side to assist you with with the process so you can understand the aged care costs.
Your first appointment with Redlands Aged Care is designed to get to know you and your family's circumstance and understand your concerns. If we believe we are able to assist with your aged care needs, we will also discussed a fixed fee for the services to be provided. We are transparent with the services and fees that way there are no hidden surprises. We pride ourselves in delivering high quality and cost effective aged care advice to families from all over Brisbane.
How Can We Help?
DETERMINING YOUR ELIGIBILITY FOR AGED CARE
The first step is to determine your eligibility for aged care and the type of aged care you require. This is performed by the Government's Aged Care Assessment Team (ACAT). They will determine the needs and type of care based on your personal circumstances. Age care can vary from simply assisting you at home for day to day tasks, right through to 24 hour care via an aged care facility.
We can assist you with completing the forms to begin the aged care assessment.
FINDING THE RIGHT AGE CARE FACILITY
Finding the right aged care facility can be complicated and challenging. We assist by listening to your need paying particular attention to location, cost and requirements. We review the information collected from you and provide you with a comprehensive report that contains a list of facilities that best suits your criteria. This saves you a significant amount of time and stress when it comes to choosing the right facility for your family.
Speak to our team on how we can assist you to find the right facility for your circumstances.
FINANCIAL ASSESSMENT & STRATEGY ADVICE
Once you have decided on a aged care facility, the next step is to clarify and understand the fees and costs associated with entry into the aged care facility and ways to maximise Centrelink and aged pension entitlements. We perform an asset and income assessment as well as looking at cash flow to plan a strategy that will work best for your family. It may not always be best to sell the family home to fund entry in to aged care.This requires careful planning to ensure the right decisions are made to maximise cash flow and maintain lifestyle.
Our aged care accredited advisers are happy to assist you through this process.
REVIEW YOUR AGED CARE ADVICE STRATEGY
Redlands aged care advice offers a review service. If you are already in aged care or your situation has changed we can assist you make the right decision.
To ensure your aged care plan remains relevant and complies with prevailing legislative changes we recommend an ongoing review of your aged care advice strategy. Personal circumstances change, asset and income values, health assessments, Centrelink and regulatory change just to name a few.
It is important to make sure your aged care advice remains relevant for your circumstances.
What Is The Advice Process?
Meet with an Aged care Adviser
This initial meeting gives you the opportunity to discuss your circumstances and goals around aged care advice and ways we can work together to achieve them.
Design strategy and advice documents
Our team of aged care advice specialists will review your previous discussions and then construct an aged care advice strategy that meets your goals.
Meeting to discuss Advice Documents
The aged care adviser will present the statement of advice paper outlining goals, strategies and important things to consider for your aged care goals. This meeting gives you the opportunity to discuss and understand important aged care strategies.
Implement & Review
On completion of the aged care meeting, the adviser and team of aged care advice specialists will implement the agreed recommendations for your plan. This may include Centrelink updates, investments and estate planning. We will set a review date to revisit the advice to ensure it remains relevant.
Other Financial Services We Provide
Redlands Aged Care Advice
Redlands Aged Care focus's on financial advice specific to aged care advice, Refundable Accommodation Deposits (RAD), Daily Accommodation Payment (DAP), Centrelink and aged care investments. We also offer a holistic financial advice service.
Financial advice can assist you at various stages of life. Wether it be purchasing your first home, looking for a saving and budgeting plan, investing funds, superannuation, life insurance or retirement planning.
Redlands Aged Care Advice is a subsidiary arm of Hub Financial Advice. Hub Financial Advice also based in the Redlands on Brisbane's bayside offers holistic financial advice. They provide tailored financial advice strategies in a variety of areas including:
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Investment advice
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Retirement planning
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Self Managed Superannuation
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Budgeting
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Wealth creation
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Superannuation
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Life insurance
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Income Protection
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Debt management
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Estate plan
CONTACT US
Book your appointment to discuss your circumstances
If you are unsure about your aged care options when it comes to looking after a loved one or you are looking for professional support, it might be time to get in touch. One of our Aged Care Specialist planners will be happy to discuss a plan that’s most suitable for you.
07 3496 9504
or send us a message:
