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We understand the financial considerations that come with aged care planning. Our experienced team of aged care specialists can help you to navigate your way through the aged care maze. We can identify the cost of care and how this can be funded, while looking at the impact on pension entitlements and other benefits. We can also help you with Services Australia paperwork if needed.
Step 1: Complimentary phone call
Step 2: Initial Consultation: We look at the initial cost of care based on information you provide to us. This will provide you with an indication of how much money will be needed to fund the cost of care. We will also show you how pension entitlements may be affected.
Step 3: Customised Options Paper: If there are different strategies and options for you to pay for care, our team will create a personalised options paper, which identifies fees and charges, the affordability of care over the short and long term and the impact on Services Australia entitlements and your Estate.
Step 4: Full advice: If you want us to recommend the strategy to use, we will present you with a personalised financial plan, explaining the strategies and recommendations and answering any questions you may have.
Step 5: Implementation: Once you are satisfied with the financial plan, we work together with you to implement the strategies. Whatever this involves, we will guide you through every step of the process.
Step 6: Services Australia: If you would like us to act as your nominee for Services Australia, we can assist with updating Services Australia records, completing and lodging paperwork and following it up. We can be your nominee for whichever time frame suits you.
Step 7: Achieving Financial Peace of Mind: The Aged Care process is complex and can be overwhelming. Our aim is to guide you through this and support you while you adjust to this change in your lifestyle.
It's never too early or too late to get your finances in order.
Contact OzPlan today to find out how our dedicated team of aged care specialists can help you.
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Adequately preparing and seeking sound financial advice will allow you to navigate the numerous changes in life more effectively, minimising stress. It can be challenging and overwhelming to witness the deteriorating health of your spouse. If this decline necessitates a transition to aged care, both of you will have to adapt to many changes.
From 1st of January this year the aged care interest rate, known as the Maximum Permissible Interest Rate or MPIR, increased to 8.38%. The new rate only applies to new residents and some existing residents who choose to move rooms or to another home.
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