Aged Care Advice Meeting

Our advisers will take the time to understand your position and illustrate the aged care strategies and options available to you.

We will ask questions such as:

  • the value of the home
  • assets held
  • Refundable Accommodation Deposit or Daily Accommodation Payment amount
  • income earned from either government or self-funded pensions
  • whether there is a Power of Attorney in place
  • who are the key decision makers

Our team are highly skilled advisers and will guide you through each step.

 

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 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. 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.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy