Considering Aged Care

Unfamiliar terms, strange acronyms and an abundance of information to get your head around can be confusing and daunting.

Our job is to help educate you on how your financial position will be affected when considering aged care. When you’re dealing with life’s changes you want to make sure your decisions are backed with expert advice.

In this video, Kate talks about the importance of Aged Care and how it has come to form an integral part of the financial planning offer from Tend.

Our Service to you

Our service is much more than just advice, it’s all about support. You don’t have to navigate the complex process of aged care alone. At Tend Financial Planning we will guide you and your family through this time.

Let us Tend to your Aged Care Financial Planning

We will;

  • Educate you on the aged care process
  • Assess your financial options
  • Provide guidance around the fees you may incur

We will answer all your questions

  • How should I fund my accommodation costs?
  • What am I likely to be charged?
  • Should I be selling or renting my home?
  • Will my government pension be affected?
  • What about my estate?
  • What should I do?
  • Are the costs negotiable?

What Next?

Call us on (08) 8362 4555, we can educate you, inform you of options and assist you through the process.

Please refer to the Financial Services Guide (FSG) attached here for a schedule of fees.

Aged Care Testimonials

We found Kate to be extremely helpful at putting the aged care process in terms that we could understand and gave us other options that we didn’t realise we had. We would highly recommend her to anyone else in our position.

Julie Robinson and John Sutton

When it came time to move my mother to an aged care facility there were many things to finalise, many beyond my experience. Fortunately I discovered Kate Phillips from Tend Financial Planning. Kate helped us work through the mire of financial complexities with robust financial and estate planning, delivering a tax effective outcome following the sale of the family residence.

Throughout the process she had proffered excellent advice, making this transition simple and easy for the family, meaning we could focus on getting mother settled in her new surrounds. I would not hesitate to recommend Kate to provide financial advice and her services to anyone who has an older family member making the transition to an aged care facility. She covered all the bases.

Craig Gumley

We were not aware that so few financial advisers specialise in providing advice regarding moving into Nursing Homes. Your knowledge and experience in the area of aged care was obvious and very reassuring.

It is now obvious to us that paying someone like you has actually saved our family a lot of stress, not to mention putting Mary in a better financial position. Working through the government regulations and the specific rules of the nursing home has been made much easier by your help and advice.

John Brandt and Eileen Dowler

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