Aged Care Support – for Today and Tomorrow

Look after your emotional and financial wellbeing with aged care planning

Like so many of our clients, we’re faced the emotional turmoil that comes with making decisions around aged care.  

Recognising that a loved one needs more care than you’re physically able to give is heartbreaking. It’s equally as hard if you have to make the agonising decision of whether to sell the family home, take out a personal loan, or re-mortgage to cover the costs of aged care

It shouldn’t be like this. And it doesn’t have to be

What if you had someone to help you: 

  • Understand how to fund aged care, 
  • Reduce your aged care fees, and 
  • Maximise your pension entitlements? 

With Creo Wealth, you do.

Aged care assessment? We can help

The aged care fee structure is complex, and navigating it will form one of the most challenging experiences of your life. It takes an emotional and intellectual toll, and if you or your loved one has received an aged care assessment, we can help. 

As accredited aged care advisors we can provide specialist financial planning that considers the impact on all of your financials, from the Age Pension and tax minimisation through to estate planning and even cash flow management. We’ll ensure you have the financial knowledge and confidence to step through each stage required to enter into aged care, and will analyse and advise on the best-cost options for you. 

Because your priority is ensuring that you, or your loved one, are well looked after. You can only do this with the right information – knowledge is power, and so we want you to be empowered and supported to make the right decisions for you amidst the surrounding turmoil you’re experiencing. 

It’s why we do what we do.

Do you know what’s ahead of you? Aged care planning for tomorrow

With the right consideration and planning, ensure your choices for aged care aren’t limited. None of us can predict if we’ll need residential aged care or require dementia-specific support, in-home or respite care. This is where aged care planning is critical

As accredited aged care advisors, we work closely with families to develop the right financial strategies to support both you and your family during a time of difficult decision-making, and financial and emotional stress. 

You’ll remove the agony often faced by children, who wrestle with their hearts 

and heads, to make the ‘right’ decision. You’ll also benefit from strategies to help minimise the costs associated with aged care while maximising any potential income.

Why Creo Wealth for aged care planning?

As accredited aged care advisors in the Penrith, Blue Mountains and Castle Hill area, we’re skilled in a complex environment. 

With many financial planners having only a limited understanding of aged care, benefit from our experience to break down the complexity, and our compassion to do it with care. Because under the tie and heels, there’s a whole ‘lotta heart. 

This is one of the most challenging life events we each face. We understand the need to answer your technical questions, while also providing the emotional support you need to process the information and make informed decisions. 

And if you’ve ever asked yourself any of these questions, we can help

What is an accommodation bond? How is aged care paid for? Can I afford it?
Do I keep or sell the family home to cover my aged care fees? What entitlements am I for?
Do I need to pay any specific taxes? What do I do with my eligible investment income?

There’s never been a better time than now to start the conversation – call Penrith’s leading accredited aged care advisors on 02 9629 1866 or shoot us an email today.