It is never an easy decision to place a loved one into aged care, it can be a traumatic time for all concerned and figuring out how it works can be extremely confusing.
We can help you make the difficult decisions and guide you through the aged care journey. We’ll guide you through the steps you need to take, explain the jargon and give you tips on how to prepare for your meeting with the aged care facility.
The Crosby Dalwood team can assist with the entire aged care process, including:
- understanding aged care
- preparing for aged care
- completion of paperwork
- restructuring of assets
- affect on Centrelink entitlements etc
We will help you understand how the decisions you make in relation to aged care can affect your financial position and advise on how long your funds will last.
Our team will also provide advice on budgeting and daily care fees and how to maximise your changing financial situation.
Crosby Dalwood Pty Ltd ABN 30 132 317 876 provides financial planning services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.Count is a Professional Partner of the Financial Planning Association of Australia Limited.
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
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