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Helping you plan for Aged Care

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Aged Care

We’ve recently introduced Aged Care Planning services to our offering, recognising the increasing ageing population and the needs of our customers requiring assistance in this area.

Recent figures show the population of Australians aged over 85, will triple over the next 30 years1, resulting in longer time spent in retirement and possibly an extended number of years in aged care.

Preparing for Aged Care can be emotional for families, however we’re here to help and make things easier with the guidance of our financial advisers who can assist with this often complex process. Our advisers can help you identify:

  • What your options are and any entitlements that may be available to you
  • What costs you’ll need to consider, and how they may impact your financial situation
  • Age pension eligibility and how this will affect estate planning

Early preparation and good advice can take the stress out of Aged Care decisions for you and your family, here’s how a qualified aged care financial adviser can help.

  1. Assist you to make informed decisions about your options including reviewing your assets which may include property
  2. Guide the decisions and actions needed to secure the appropriate level of care
  3. Tailor your estate plans to meet your specific needs
  4. Provide confidence and peace of mind

Getting the right advice on this often emotional topic is key to ensuring the best care for you and your loved ones.

Call us on 1300 787 787 to schedule an appointment or book online on our Aged Care Planning page

 

1McCrindle Research Demand vs Supply: Australia’s Aged Care Puzzle, (May, 2014). Qudos Bank Financial Planners are Authorised Representatives and provide advice under the authority of ClearView Financial Advice Pty Ltd, ABN 89 133 593 012, AFSL 331 367. Qudos Bank receives a commission for referrals to ClearView. This information is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained in this publication.

You should read any relevant product disclosure statement, our Financial Services Guide (available at www.qudosbank.com.au), ClearView’s Financial Services Guide and ClearView Financial Advice Privacy Policy (available here) and consider talking to a financial adviser before deciding to acquire or hold any product.