When the time comes, we’re here to help
Expert advice to navigate
Australia’s aged care maze
More and more Australians will need to consider aged care as life expectancy increases. It’s not an easy choice, nor is it one made lightly. With myriad public and private options and wide-ranging costs, it can feel like a complex maze at a time when you need it least. Our experienced aged care planning adviser is here to guide you through, helping you make decisions and fund the best possible care for yourself or your loved ones.
How can Apt Wealth Aged Care Financial Planning help?
Your Apt adviser will take the time to understand your individual circumstance, then cut through the complexity to give you a clear picture of your options, the costs involved and strategies to ensure you or your loved one enjoys the highest possible level of care.
We can help you with:
Strategies to fund aged care entry fees
Minimising aged care fees and maximising entitlements
Cost-effective asset investment
Making investment decisions to fund ongoing care
Reviewing estate plans in an aged care context
What to do with the family home and selecting facility
Book a chat with an adviser
Our focus is on delivering financial advice that allows us to become your personal CFO. Your finances will be tailored to your needs, allowing you to concentrate on living the life you want. We’re privately owned and focus on providing the most transparent advice possible.
Aged Care Planning FAQs
How much does aged care cost?
Aged care costs can vary dramatically depending on the type of care, service provider, location, and individual care needs. There are different types of aged care services such as home care services, residential aged care (nursing homes), and respite care, each with differing cost structures. A financial adviser can help you navigate and prepare for the costs based on your specific needs and circumstances.
How can I prepare to move a loved one into aged care?
Whether it is for a parent, partner or other loved one, making decisions around aged care can be a highly emotional time. Here are our tips for managing the preparations.
How can a financial adviser help with aged care planning?
Your Apt adviser can help you navigate the aged care maze, understanding and planning for the costs of care. They can also help you navigate family dynamics and make the right moves to protect your loved ones and their legacies.
Apt helps Diana navigate the complex aged care maze
In 2019, Diana and her partner, busy parents to two young children, were trying to negotiate Australia’s complicated aged care system to fund the right care options for Diana’s father, who was diagnosed with Parkinson’s disease. A family friend who worked in the finance industry recommended they give Apt Wealth Partners a call, and they haven’t looked back.
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