This FREE report is the ideal guide for people considering entry into aged care for themselves or a loved one. It covers the basics of what you need to know about aged care finances and how they work:
Funding – retention of family home (vs. sale) for the purpose of funding the accommodation bond;
Social security& aged care – maximising your pension entitlements
Aged care fees – minimising ongoing aged care fees
Family – how to minimise disruption through the transition into an aged care facility
An aged care financial advice case study
PLUS…the importance of estate planning such as powers of attorney, deeds of guardianship and Wills.
“After Rob had handled my late mothers financial affairs so well, that when we both retired we had no hesitation in asking Rob to handle our own financial matters.”
“The financial planning Rob had given us has really surprised us as we had no idea what to do re investments. Rob has a passion for Financial Planning and his expertise has greatly benefited us, we have every confidence in him. We can highly recommend Rob Wynan at Focused Financial Advice.”
I must thank you for the work you previously did dealing with Thompsons. Our dear Mum, has now lived for 5 years at Bowral House, paid no Extra Services Fee, and now after those 5 years no longer pays any further retention fees. You arranged a very secure financial future for her.