A clear course of action through the many aged care decisions.
About me - Jason Burley
I am a Senior Financial Advisor with 24 years of experience assisting clients with diverse needs.
Most people aspire to maintain independence and control over their living arrangements during retirement, but this can be influenced by health and physical well-being as we age. When certain tasks become challenging, it can be a stressful time.
If you are unable to live independently at home, transitioning to residential aged care may be necessary. The financial decisions involved can be complex and difficult to grasp, adding to the stress faced by you and your family.
Seeking the right information and advice is crucial for understanding your options, including their impact on cash flow, Centrelink or concession cards, aged care fees, taxation, and estate planning. This knowledge empowers you to make well-informed choices, ensuring future care, security, and happiness while avoiding common pitfalls.
Before making any decisions, please contact me to discuss how I can assist you and your family in making the right choices.
Specialist support during difficult times
Aged Care fees and Centrelink
Aged Care fees and Centrelink
Aged Care fees and Centrelink
What will aged care cost and will it impact the pension ? Is it affordable?
What do I need to tell Centrelink?
What are my options ?
Aged Care fees and Centrelink
Aged Care fees and Centrelink
I can help you understand the different ways of paying for care, including cashflow comparisons and projections. For example, can I afford to keep my home ?
Are there opportunities?
Aged Care fees and Centrelink
Are there opportunities?
I can consider available investment options that may improve your pension / DVA and reduce your aged care fees.
Professional affiliations
