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Aged Care
Finanical Advice Sydney

To discuss your Aged Care needs please contact one of our qualified Financial Advisers at Future Wealth Group on Phone 1300 691 861 or peter@futurewealthgroup.com.au.

Insight Into Aged Care

Aged Care is a complicated area to fully understand. There is a lot of information to sift through and the conversation is sometimes a tricky one to approach. At Future Wealth Group at Manly we help to make navigating aged care easier for you and your family. The financial issues of aged care are complex and you need to obtain an accurate understanding of the facts as they apply to you and your unique needs. Just getting a basic understanding of what forms to complete, when to complete them and where to send them can be a difficult path the navigate.
The best financial strategies and options will depend on your specific circumstances, objectives and situation.
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Planning for aged care requires expert guidance to ensure financial stability and security. At Future Wealth Group, our aged care financial advisors in Sydney provide comprehensive support to help you manage the costs and complexities associated with aged care. Understanding the various expenses, including accommodation payments, daily care fees, and additional service fees, is crucial. Our advisors offer a clear breakdown of these costs, allowing you to plan effectively and maintain financial stability.

How We Assist?

Understanding Aged Care Costs

Understanding the costs associated with aged care is essential for effective financial planning. Our aged care financial advisors in Sydney help you navigate these costs, including accommodation payments, daily care fees, and additional service fees. We provide a clear breakdown of expenses, helping you to understand what is required and plan accordingly. By analysing your financial situation, we ensure you can meet these costs without compromising your financial stability.

Personalised Financial Strategies for Aged Care

Developing personalised financial strategies for aged care is crucial for managing expenses and preserving wealth. Our advisors create tailored plans that consider your financial situation, goals, and care needs. These strategies might include selling assets, using savings, or leveraging financial products to cover aged care costs while maintaining financial stability. We also explore options such as downsizing your home or using home equity to fund aged care services, ensuring that you have a comprehensive plan that meets your needs.

Navigating Government Benefits and Subsidies

Navigating government benefits and subsidies can be complex. Our aged care financial advice in Sydney includes guiding you through the various government support options available, such as the Age Pension and aged care subsidies. We ensure you maximise your entitlements and understand the application process, making it easier to access the support you need. Our advisors are well-versed in the latest government policies and regulations, ensuring you receive accurate and timely advice.

Estate Planning and Wealth Preservation

Estate planning and wealth preservation are integral parts of aged care financial planning. Our advisors assist in structuring your estate to protect your assets and ensure they are distributed according to your wishes. We help you navigate legal and financial considerations, ensuring your wealth is preserved for future generations. This includes creating wills, setting up trusts, and planning for potential tax implications, providing you with peace of mind that your legacy is secure.

Why Choose Future Wealth Group?

Expert Aged Care Financial Advisors

Future Wealth Group has a team of expert aged care financial advisors in Sydney, dedicated to providing specialised advice customised to your needs. Our advisors have extensive knowledge and experience in aged care financial planning, ensuring you receive the highest quality advice and support. We understand the unique challenges associated with aged care and offer solutions that effectively address these challenges.

Comprehensive Financial Solutions

We offer comprehensive financial solutions that address all aspects of aged care planning. From understanding costs to navigating government benefits and estate planning, our services cover every detail. This holistic approach ensures you have a solid financial plan that caters to your aged care needs and future security. Our comprehensive services are designed to provide you with the support and guidance you need to make informed decisions about your financial future.

Dedicated to Your Financial Security

At Future Wealth Group, we are committed to your financial security. Our dedicated advisors provide ongoing support and guidance, helping you make informed decisions about your aged care finances. We work with you to ensure your financial plan remains relevant and effective as your circumstances change. Our proactive approach means we regularly review and adjust your plan to ensure it continues to meet your needs.

Contact Future Wealth Group

Book Your Consultation

Ready to secure your financial future with expert aged care financial advice in Sydney? Book a consultation with our advisors today. Future Wealth Group offers professional guidance, personalised strategies, and dedicated support to help you manage aged care costs and preserve your wealth. Contact us now to schedule your consultation and start planning for a secure and comfortable future. Our comprehensive approach ensures that every aspect of your aged care planning is covered, providing you with peace of mind and financial security.

How We Can Help

We will help you cut through the vast amount of information that is available online, government departments and well-meaning friends and neighbours. We will focus on highlighting the information and issues that are important to you and your specific financial situation.

Comprehensive Financial Oversight

Securing Your Home and Future: We ensure your family home and pensions are managed wisely, safeguarding your cornerstone assets for future security.

Strategic Wealth Management

Navigating Care Costs and Cash Flow: Tailored strategies to manage accommodation payments and care fees, optimizing your cash flow for comfort and peace of mind.

Investment Planning for Growth

Enhanced Wealth Growth: Our tailored investment strategies are designed to significantly enhance your wealth, focusing on strategic growth and financial stability to secure your future prosperity.

Contact Us

Residential, Commercial and SMSF lending advice

Office Hours

Monday – Friday | 8:30am – 5:00pm

Bondi Beach

Get in touch

Please call us on 1300 691 861 or fill in the form below and we will get back to you as soon as possible.

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