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Plan ahead for peace of mind.

The transition to aged care can be an emotional period for most families and loved ones, however, if managed with plenty of foresight, it can be smooth and less stressful.

Based on decades of experience, our financial team can help you and your family assess your aged care facility options based on your current and future financial position, providing peace of mind and certainty.

We can assist you with:

  • Assess your current financial position.
  • Determine what care options you can afford
  • Understand the potential impacts on retirement and pension benefits.
  • Advise you on the structure of financial assets in advance.

Discuss your aged care requirements with our friendly team on (03) 5225 5900.

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