Services available from us
When considering stopping work and claiming a Social Security Pension
- Estimation of the amount of Disability Support Pension or Age Pension that you could get from Centrelink
- Estimation of the amount of any Service Pension that you could claim from DVA
- Checking your eligibility for the Commonwealth Seniors Health Card if you are not eligible for any Pension
- Assisting you to complete the Centrelink or DVA forms to claim a Pension or Health Card
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
- Estimation of your potential means tested pension from DVA or Centrelink
- Assistance with completion of Centrelink forms
- Projection of your potential exit fees after a period of living in the facility of your choice
- Further advice when the means testing rules change and/or Centrelink have queries
When someone needs residential care
- 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
- Guidance re negotiating an appropriate Accommodation Room Price amount
- Assistance with completing the Centrelink Residential Aged Care Asset and Income Assessment forms
- Discussion of the Centrelink implications, of leasing or selling the former home or another property
- Estimation of your potential means tested pension from DVA or Centrelink
- Assistance with completion of Centrelink Age Pension and Seniors Health Card forms
- Further advice when the means testing rules change and/or Centrelink have queries
Make an enquiry now email Christine@financialcareservices.com.au … or call us on +61 3 9808 0338