Advice for Aged Care
Organising aged care for a loved one is traumatic and emotional enough, even without the money side of things.
Our view is that the financial aspects and implications of aged care are best talked through face to face. In most cases, you don’t need a plan, you just need to know your options. We can present you with all the scenarios in our initial consultation, providing you with the information to make key decisions quickly.
So, don’t be fooled into thinking you need an expensive financial plan to enter aged care. In most cases, you just need the options, presented quickly and in plain English.
Distributing the financial assets of an estate to the beneficiaries can be a myriad of paperwork, complexities and traps. With over 20 years’ experience in estate administration, Lynette Anderson can help you.
We all know of someone who has been involved in a messy estate. Whether its because of no Will, or disgruntled family members, poor or no estate planning can result in an expensive, timely and traumatic experience for all involved.
Pensions & Allowances
Obtaining and maintaining Centrelink entitlements has never been more difficult. Complex paperwork, a myriad of rules and regulations, and the practicalities of dealing with Centrelink can make this process onerous.
Aged Care Fees
Organising aged care for a loved one is traumatic and emotional enough, even without the money side of things. Our view is that the financial aspects and implications of aged care are best talked through face to face. We can present the options quickly and in plain English.
Related News & Updates
Check in regularly for our latest news on topical events and articles.
Aged Care FAQ’s
Advice for other stages of life…
Busy people understand the importance of aligning themselves with people they can trust.
There are more important things to focus on than finances at this stage of life.
So many strategies and ever-changing legislation can take the gloss off of what retirement really is; the start of the rest of your life.