Working with your adviser to create effective solutions for changing circumstances
Preparing for changing living arrangements involves considering your current situation and the financial implications of your decision. Our advisers can help guide you through the process, providing professional advice and support to create effective solutions for you.
The Value of Advice
Timely planning enables elderly parents to transition to aged care with ease and dignity.
Simplicity amidst confusion
An adviser provides a central point for accurate and relevant information on aged care.
An experienced voice
An adviser can act as an experienced voice during sensitive family discussions and a conduit to achieve agreement.
Creation of a pathway
Your family are able to understand the decisions and actions needed to secure the appropriate level of care.
Objective recommendations remove emotion from the decision-making process.
The big picture
Advice is based on our understanding of your situation and unwanted consequences may potentially be avoided.
Confidence and peace of mind
Professional advice enables your family to make informed decisions with confidence.
Minimise the potential for family disputes with a review of estate planning issues