Aged Care

What type of care are you likely to want and need?

Seeking aged care financial advice isn’t something that comes easily, but it’s an important step in securing your future.

There are several things to consider, but by taking control now, you can be prepared, and that makes everything easier.

There are so many options available – from retired independent living communities to end-of-life palliative care, and specialist facilities, as well as a growing number of in-home services that enable you to stay in your own home for as long as possible with regular visits from nurses and other medical professionals, as well as driving services, grocery delivery, meal preparation, washing, cleaning and more.

If you haven’t already done so, do some general research and find out what’s available. It’s worth thinking through the options and where you want to be located, as well as the potential costs involved.

Are you eligible for government-funded services? Or will you need to access privately run services?

Is it likely you may be caring for someone else? How do you want to manage this care, and what services are available to support you as a carer?

A Valid Will

A valid will

There are also the legalities to think of, such as making sure you have a valid will in place, so that if you pass away, all of your affairs can be dealt with smoothly. Estate planning takes the stress off loved ones at a time when they are already grieving. Your will should clearly set out your wishes for the distribution of your assets after your death. This ensures that your assets are protected and distributed the way you want them to be.

Enduring Power of Attorney

Enduring Power of Attorney

It’s also worth considering appointing an Enduring Power of Attorney. This gives a trusted person you nominate the ability to act on your behalf if for any reason you are no longer able to make decisions for yourself – in regard to financial and legal matters, as well as decisions about ongoing medical care.

There are many sensitivities involved in making these arrangements. Our team of financial planners can talk you through what you might need and help you to make confidential decisions for if and when the time arises.

What does a financial planner do?

As fully qualified, experienced financial planners we’re able to help you with expert aged care financial advice. We also provide other financial services including advice on:

And we encourage your pathway based on your own individual circumstances and values.

Are you ready to Step Up and take control of YOUR financial future?

Using the Step Up Financial Process we help you launch the plan that will grow your wealth, protect your wealth and keep you in control.

Step up and take control of your financial future by contacting our local team of experienced financial planners today.

Need more information? Get in touch with Step Up Financial

    • 107 Moulder Street,
      Orange, NSW 2800

      PO Box 2499
      Orange, NSW 2800

    • (02) 6362 5445