Aged Care Planning
At Excel Wealth, we specialise in aged care planning and provide expert guidance to help you navigate the complexities of this important stage of life.
Planning for the Future With Excel Wealth
Planning for aged care can be confusing and uncertain, with a number of factors to consider as our needs change with age. At Excel Wealth, our team of financial planning professionals can guide you through the process, providing peace of mind and assurance that you and your loved ones will be taken care of in the years to come.
Personalised Aged Care Planning Services
How We Can Help You
Assessing Your Needs
We will work closely with you to determine requirements and preferences to develop and aged care strategy that perfectly aligns with your circumstances.
Finding The Right Support
We can provide you with information about the different aged care options available and help you decide which is the right fit.
Planning Your Finances
We can help you explore financing options and create a plan to ensure you have the financial resources you need to cover the costs of aged care.
Transitioning
Transitioning to aged care can be a stressful experience, but we can provide you with information about what to expect and ensure a smooth transition.
Aged Care Planning Made Simple
Navigating Aged Care With Grace
Embrace a future of comfort and care. Contact us today to navigate the complexities of aged care and the golden years with confidence.
Independent Aged Care
If minimal care is required, staying at home may be a suitable option. We can help you identify the appropriate level of support needed and explore a range of in-home care options.
- Assistance with daily physical activity
- Meal preparation and grocery shopping
- Housework and domestic help
- Assistance with transportation
- Nursing care or counselling
Partial Independence
With access to onsite management and a range of facilities that foster social and physical activities, retirement villages are an attractive option for those seeking a balance of independence and community engagement.
Our team of aged care planning experts can guide you through the financial aspects, including associated fees, and any additional charges, helping you make an informed decision that aligns with your financial goals.
Full-Time Aged Care
For individuals who require additional care, an aged care home may be the ideal solution, providing comprehensive support for daily activities and healthcare needs.
Our team of aged care planning experts are here to assist in creating the right aged care plan for your requirements. From information on types of aged care homes, and costs to guiding you through the application process we ensure you have a clear understanding of your aged care options.
Learn More About Aged Care Planning
Frequently Asked Questions
It is never too early to start thinking about aged care planning. It is generally recommended to start planning for aged care when you are in your retirement years as it can take time to assess your care needs, develop a financial plan, and find the right services for you.
Like any big decision in like, research and planning is necessary to to ensure that you or your loved ones receive the care and support you deserve. Starting early allows you to explore all your options, understand government subsidies, and make informed choices that align with your unique needs and preferences.
An advisor can be very helpfuln navigating the complex aged care system and in developing a financial plan to meet your needs. They understand the different types of aged care available and the costs associated with each and assist with optimising your finances for aged care, providing guidance on structuring assets, minimising costs, and ensuring you receive the appropriate government benefits, ultimately helping you make informed decisions.
When planning for aged care, it is important to consider the following:
- Your current financial situation and future care needs
- The different types of aged care available and the costs associated with each
- Your values and preferences for future care
- Your government eligibility for aged care subsidies and other financial assistance programs
- Your overall estate planning and financial goals
View All Our Services
Choose from our comprehensive range of financial services that cater to a range of needs and goals.
