We have offices in Sydney, Melbourne, Perth, Brisbane, Adelaide, Canberra, Hobart and Newcastle
From understanding government benefits to managing assets and financial planning for aged care costs, Setch Group can help you work through difficult financial situations.
Consider our aged care financial planning services and book a non-obligation consultation today.
Aged care financial planners play an integral role in one of life's most challenging aspects. It is an emotional time for all concerned, and it can be brought on by an urgent situation. We are here to help our clients and their families with specialised aged care financial planning.
Although matters may be urgent and the decisions complex, we spend time understanding the situation and work carefully and closely with our clients and their families, developing aged care financial planning strategies to bring peace of mind.
Financial planning for aged care is unique in its process, as we first need to understand our clients' living needs and urgent financial considerations. We evaluate trade-offs for our clients and their families and facilitate the decision-making.
Aged care financial advice involves reviewing the aged care offerings and facilities with our client and their family, meticulously sifting through the aged care documentation and terms.
We understand how stressful this can be, which is why Setch Group takes a compassionate but professional approach to our aged care financial advice. Our financial advisors work to achieve your objectives through a collaborative and productive process.
Aged care financial advice involves a discreet yet thorough understanding of a person’s assets, liabilities, income and expenses while maintaining sensitivity to any dependents and all close relationships. Importantly, financial planning for aged care involves understanding and optimising your funds and government support such as Centrelink for our clients, who have spent their lives as Australians contributing to and building the country.
We understand that many matters will change once their loved one moves into aged care, but we help to manage and coordinate with our client and their family. Rest assured, our involvement is ongoing, so relevant follow-up decisions can be made with a developing history of the client and the family.
As Setch Group is a national practice with highly capable professionals, we leverage our national experience and knowledge base to gain an intricate understanding of the different localised aged care options and facilities.
An important aspect of aged care financial advice and the development of aged care financial planning strategies is understanding and implementing the estate planning goals and objectives given the cost of aged care, and our aged care financial planners keep this front of mind. We also take into account tax considerations.
Take the first step towards securing your future in aged care. For aged care financial advice expertise and a sensitive approach, get in touch with the Setch Group financial advisors.
Consider factors like location, care services, facility reputation, and personal preferences. Visiting potential facilities and consulting with aged care advisers can also help in making an informed decision.
Aged care funding can come from personal savings, government subsidies, and other financial products designed for aged care. It’s important to understand each option’s implications and eligibility criteria. There is a registration process with the Government, which assists in organising the financial options that are available.
Start by assessing the potential costs of care and explore funding options. We provide tailored strategies for our clients to manage these costs effectively.
Aged care agreements outline the services provided and their costs. Reviewing these agreements with a legal or financial advisor ensures you understand the terms and your rights.