Aged Care

But it’s good to be a reality

But it’s going to be a reality for most clients. We try and start the conversation early as this can make a big difference down the track. By breaking retirement into three distinct phases, we believe we can help clients understand and plan for their future.
Life post-retirement isn’t just holidays and grandkids. If you don’t plan for the frailty years (and of course, aged care), you risk leaving yourselves in a vulnerable and in the unfortunate position of being without adequate means to fund care.
By breaking retirement into three distinct phases (the active years, the quiet years and the frailty years), we can help you understand and plan for your future or your loved ones future.  By taking into consideration your needs and expenditure throughout these periods may help with planning for the later years.

There are now more than half a million Australians who are aged 85 and over. It’s a big cohort, and they need expert financial advice. Aged care is complicated, and great advice can make a big difference.

Don’t wait around for a crisis – consider aged care in your retirement planning.  It is highly likely that your parents already need or shortly will require aged care advice.  Encourage them to talk to someone sooner than later.