Financial Advice Commentary


Do I Need to Sell My Home to Pay Aged Care Bond and Nursing Home Costs?

Do I Need to Sell My Home to Pay Aged Care Bond and Nursing Home Costs?

As financial planners who specialise in aged care advice, one of the most common questions we get asked is:  do I need to sell my home to pay the aged care bond and nursing home costs? The quick answer is ‘maybe’, but increasingly ‘no’. What do I mean by this? First, let’s start with the typical problem. You or a family member have been confronted...

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Elder people using electronical devices without problems

Retirement village units & aged care – the value of financial planning: Case Study

Keeping the family home when moving into an aged care hostel can often be the best option. Depending on an individual’s circumstances it may be better for age pension and aged care fees. However sometimes it is not possible to keep the former home due to the family’s financial position. A large percentage of retirement village contracts, force resident to sell their unit or villa when...

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Female  doctor and patient discuss something in a doctor's office

The 5 BIGGEST aged care mistakes to avoid at all costs!

We hear this a lot. It’s probably the most common refrain from people experiencing the aged care process for the first time. And it’s certainly the main reason people approach us for help. Yes it is complex, but mistakes and oversights by the resident & their family can make it much, much worse. We’ve been providing aged care financial planning advice to Sydney for years...

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