Aged Care

We help you plan for a secure future

Placing your loved one in an age care facility can be a stressful and time-consuming process. In addition to the emotional aspect of leaving home, there is the stress of navigating a myriad of financial options that could, in the long run, greatly impact your family member’s future financial position.

At Comprehensive Financial Solutions we take the burden of financial planning of you and your family by explaining the different financial choices you have and their long-term effect.

Personal service to meet your needs

We frequently help our clients with a range of financial aspects of aged care, including:

  • Determining their eligibility for respite or home care packages through aged care assessment.
  • Choosing a care facility to match their personal needs as well as their financial situation.
  • Setting up an accommodation payment plan.
  • Structuring and planning all additional fees associated with living in an aged care facility, such as daily care fee, means tested care fee and fees for additional optional services.
  • Exploring how to maximise their entitlements and minimise their fees.
  • Keeping up date with any changes or obligations to Centrelink or the Department of Veteran’s Affairs.

Our dedicated team of financial planners also offer advice on wealth management, bank and portfolio administration, savings planning, superannuation services and mortgage services, should you or your family member decide to sell or rent out real estate. 

Your peace of mind is our goal

With many years’ experience of assisting clients from all walks of life and in various financial positions we know that each family is unique, with a unique set of needs and financial limitations. That’s why we do our utmost to provide a personalised service that will guarantee your loved one’s piece of mind in this new phase of their life

Aged Care? Yes please.

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