Aged Care Financial Advisors Adelaide

Decisions about aged care can be complex, confusing, and confronting. It is never an easy decision to place a loved one into aged care, and it can be a somewhat traumatic time for all concerned. Figuring out how it all works can be bewildering – a bit like trying to navigate through a maze.

At Advantage One we have specialist accredited aged care advisors who can advise and assist you in making the right choice for yourself or your loved one. We’re strongly skilled and experienced, and will help you tread what can be a challenging journey with confidence and dignity.

Funding Aged Care

The best way to fund and manage aged care is subjective and depends on your specific financial circumstances and goals. Our Advantage One accredited aged care advisors are here to listen and focus on understanding your needs and your unique situation. We understand that the decisions with which our clients are faced can seem overwhelming, and highly emotional. We make sure we fully understand your needs and will provide you with a range of financial options so you and your family are empowered to make an informed decision.

Our process and fees are fully transparent.  We provide personalised, easy to understand advice that always puts the needs of our clients first. For this reason, we only charge on a fee-for-service basis. Under these arrangements, transparency is guaranteed, and our interests are aligned only with those of our clients – meaning any potential conflict of interest is eliminated.

Our Aged Care Financial Advisors will provide you with all the information and advice you need to make an informed decision, covering key issues such as:

• Understanding Aged Care
• Preparing for Aged Care
• Completing paperwork
• Understanding fee structures and affordability of care
• Correct structuring of  assets and income, potential tax implications, Estate Planning matters
• Maximising your Centrelink/Department of Veteran Affairs (DVA) Pension entitlement
• Minimising the ongoing cost of aged care
• Decisions around keeping or selling the family home and your estate planning wishes
• Cash Flow requirements
• Intergenerational wealth transfer

We guide you through the range of financial options and care support services and packages available.

Remember, the stakes are high when it comes to managing this significant life transition – you only get ONE opportunity to get it right. As such, our Aged Care Plan, or roadmap, will anticipate any issues that might arise and guide you along as to the best way around them.

Please call one of our accredited aged care advisors, Grant Hodgins, now on 08 8203 4800 for your Complimentary initial discussion. Alternatively, please click here to contact us.

For guidance and planning on accommodation and care options, we recommend Age Care Directions, with whom we have a proud and strong alliance.