Aged care has become a major financial issue for many families.
Making decisions about aged care can be a confronting issue, both emotionally and financially for individuals and their families. With many avenues to explore, thinking about your options sooner rather than later can provide greater choice and flexibility down the track.
Our financial planning team has specialist advisers who can outline the costs of care and support you and family members along the way. We listen to your future wishes, review your assets and current financial situation and develop a plan to ensure you have the capital for entry costs into aged care and a budget for ongoing income needs.
We can also advise on restructuring assets, such as selling the family home and the impact on ongoing aged care fees.
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’) 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.