July 21, 2016

Services

Services available from us

When considering a move into a retirement village, lifestyle community or assisted living apartment

  • Financial analysis of your residential options and estimation of your costs of living in the facility of your choice
  • Comparisons of the potential long term costs of “independent” or “assisted” living rather than formal residential aged care
  • Financial advice regarding the rearrangement of your assets to generate adequate cash flow to cover the costs of living in the facility of your choice
  • Estimation of your potential means tested pension from DVA or Centrelink
  • Assistance with completion of Centrelink forms
  • Projection of your potential asset position after a period of living in the facility of your choice
  • Provision of personal investment advice in the form of a Statement of Advice. This formal document details your financial goals, your attitude to financial risk, your projected cash flow needs, your present financial position and recommendations for arranging your assets to target your financial objectives
  • Assistance to place money in investments which suit you
  • Annual reviews of your financial position and investments
  • Further advice when the means testing rules change and/or Centrelink have queries

When someone needs residential care

  • Financial analysis of your residential care options and estimation of the costs of living in the facility of your choice. The analysis includes estimation of the indexed and means tested fees for formal aged care
  • Calculation of your maximum Accommodation Bond for a hostel or “extra service” nursing home place including consideration of any exemptions of the former home from the Asset Assessment
  • Guidance re negotiating an appropriate Accommodation Bond amount
  • Assistance with completing the Centrelink Asset Assessment forms and/or providing an alternative “Asset Declaration”
  • Discussion of the merits and Centrelink implications, of leasing or selling the former home or another property
  • Financial advice regarding the rearrangement of your assets to generate adequate cash flow to cover the costs of living in the facility of your choice
  • Estimation of your potential means tested pension from DVA or Centrelink
  • Assistance with completion of Centrelink forms
  • Projection of your potential asset position after a period of living in the facility of your choice
  • Provision of personal investment advice in the form of a Statement of Advice. This formal document details your financial goals, your attitude to financial risk, your projected cash flow needs, your present financial position and recommendations for arranging your assets to target your financial objectives
  • Assistance to place money in investments which suit you
  • Annual reviews of your financial position and investments
  • Further advice when the means testing rules change and/or Centrelink have queries

Make an enquiry now… or call us on +61 9808 0338