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.
Check out this great short video which shows the role of an aged care financial planner.
What will aged care cost and will it impact the pension ? Is it affordable?
What do I need to tell 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 ?
I can consider available investment options that may improve your pension / DVA and reduce your aged care fees.
Burley Aged Care Advice Pty Ltd i is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count Financial”). Count Wealth Accountants® is a trading name of Count Financial. Count Financial is 85% owned by Count Limited ABN 111 26 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial.