Aged Care Financial Advice

If the time has come for you or a loved one to transition into an aged care facility, Precision Wealth Management can help to reduce the worry and simplify the process for you.  

We understand that navigating aged care options and expensive fees can add undue stress to a family during an already challenging time.   

Our certified financial planners offer professional advice around how to structure finances to pay for aged care services, and what to do with the family home once the transition has been made.   

Enquire Online Here
Call 07 3180 4430
Aged Care Financial Advice

Financial Considerations Around Aged Care

While every situation can vary quite significantly, some of the biggest financial factors to consider are:

  • If an elderly spouse is still living in family home, and future plans for the property
  • Financial situation – including investment and superannuation
  • Funding the aged care as a Refundable Accommodation Deposit or Daily Accommodation Charge or a combination of both.
  • Lifestyle expenditure – current and how this might change once in aged care

Your Local Certified Financial Planner

Industry Leading Qualifications

Our certified financial planner is university qualified with a Commerce Degree and is a Certified Financial Planner.

Privately Owned and Ethically Driven

Our advice and product selection are 100% conflict free. We are not influenced by how we’re remunerated or who we’re licenced through.

Evidence Based Investment Strategies

We are at the forefront of our industry, because we hold high educational standards our advice is strategy, not product driven and in your best interests. Our academic investment approach is based on decades of research in financial markets.

Flat Fee Pricing

We are fee-based (not percentage based) financial planners, with our pricing based on the complexity of work involved, not the value of your portfolio.

Aged Care Financial Advice Brisbane

Contact Precision Wealth Management today for aged care financial advice you can trust.

Your local and privately owned certified financial planner.

Enquire Online Here
Call 07 3180 4430