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Aged Care

While many people plan for retirement, they often forget to consider how they’ll fund their lifestyle when they’re no longer able to look after themselves. As a result, family members are often left to deal with complex government requirements and pay for expensive residential aged care facilities, at what is often an emotional and overwhelming time in their life.

Our services not only provide sound financial advice so you can fund your aged care, but will also support your family when it’s time to transition into a residential aged care facility. It’s an important part of your overall financial strategy and gives you peace of mind that you won’t be a financial burden on your family or adversely affect their financial future.

As specialists in the aged care space, our financial strategies will make the most of your assets, superannuation and pension entitlements, while reducing your tax and the cost of aged care. We’ll also help your family prepare and submit the relevant income and asset assessment forms for Centrelink, liaise with residential aged care facilities and work closely with your accountant, lawyer and healthcare providers to streamline the process.

EQ Wealth is the preferred financial advisers for Summit Care residential aged care facilities, located throughout Sydney. We work with residents to manage their finances, prepare estate plans and provide financial security for their family.

 

 

Need help planning a family member’s transition into aged care? Contact us to make an appointment and provide your family with the care they deserve.

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