Making decisions regarding aged care is a significant milestone, not just for those transitioning into this life stage but for their families, too. Balancing the emotional aspect with the practicalities of financial planning can be daunting.
Aureus Financial understands the sensitivity and importance of these decisions and ensures the best possible financial outcomes for those embarking on this new journey.
As individuals and their families approach the complexities of aged care, it’s crucial to have a reliable partner who understands both the emotional and financial aspects. At Aureus Financial, our seasoned experts are trained to approach aged care financial planning with empathy, foresight, and precision.
We prioritise clear communication, ensuring that the individual and their family members are informed and confident in every decision. Our holistic approach integrates personal values and goals with financial realities, making the transition to aged care smooth and secure.
Starting a conversation is the first step to understanding and aligning your needs with optimal financial strategies. Schedule a chat with us, and let’s explore the best paths for you and your loved ones.
“Jackson has a way of simplifying money to help you get clear on the action required to achieve the goal… A complete game changer for me and my family”
-Scott Gellatly
Scale My Empire
“I was new to business and didn’t know much about money and finance. Because of Jackson, I now have a successful and profitable business, have paid out our bad debts and we are now building wealth”
– Marius duPreez
Swell Marketing
“I was close to giving up and with Jackson’s help I have turned my business around and I am on track to have the best year ever! I even have my wife on board believing in me and my business.”
– Ivo Exposto
I & S Joinery
Our aged care financial services cover a wide range of areas. We understand that every family’s situation is unique, and we tailor our services to meet your specific needs. Our comprehensive services include.
Transitioning into aged care often comes with several financial implications. Initially, there’s the understanding of the costs of different aged care facilities, managing pensions, assets, and potential government subsidies.
Then, you need thorough financial planning to ensure that the individual receives optimal care without unnecessary financial strain.
Aureus Financial provides comprehensive aged care financial services, including assessment of aged care costs, advice on managing existing assets, pension and superannuation considerations, and optimising potential government subsidies and benefits.
Our strength lies in our empathetic approach combined with deep financial expertise. We understand that there’s a story, concern, and hope behind every financial decision related to aged care.
By prioritising the individual’s well-being and their family’s peace of mind, we craft financial plans that resonate with personal values while ensuring financial security.
The journey begins with a conversation. Contact us today to schedule a no-obligation chat where we can understand your needs and showcase how our expertise can serve you best.
Navigating the complexities of aged care requires a blend of compassion and financial acumen. At Aureus Financial, we provide a comprehensive suite of services tailored to address the unique needs associated with aged care financial planning.
Whether preparing for your own future or assisting a loved one, our approach ensures that every aspect of your financial situation is meticulously addressed, safeguarding a comfortable and dignified transition into aged care.
Understanding the potential costs of aged care is foundational to creating a robust financial plan. We help individuals and families grasp the nuances of different care options and associated costs, ensuring there are no financial surprises as you or your loved one transitions into care.
Australia offers a range of subsidies and benefits to aid those transitioning into aged care. Aureus Financial ensures you’re aware of these benefits and optimally positioned to make the most of them, alleviating some of the financial burdens associated with aged care.
Your pension and superannuation are critical pillars of financial security in aged care. We help you understand how these can be best utilised, ensuring you receive the maximum entitlements while safeguarding your economic well-being.
Assets play a significant role in financing aged care, but their management requires careful planning. We offer tailored advice on managing, retaining, or liquidating assets in ways that align with your financial goals and care requirements.
Even as one approaches or transitions into aged care, there are still opportunities for wealth creation. Our experts guide you through suitable investment options that align with your risk profile, ensuring your wealth continues to grow and support you.
While planning for aged care, it’s also essential to consider the legacy you wish to leave behind. Aureus Financial provides comprehensive estate planning advice, ensuring your beneficiaries are cared for as you envision.
Choosing the right financial planner is about more than just credentials and services; it’s about finding a partner who truly understands your unique journey. At Aureus Financial, we pride ourselves on creating lasting bonds with our clients, welcoming them into our family with open arms.
Here, you’re not just another account or a set of numbers; you’re an individual with dreams, aspirations, and concerns, and we’re here to walk beside you every step of the way. Let’s embark on this financial journey together, nurturing a partnership built on trust, transparency, and mutual respect.
The realm of finance, especially in aged care, is intricate and ever-evolving. Aureus Financial deeply believes that empowering our clients through education is fundamental to sound financial decision-making.
To us, education transcends mere advice. It’s about equipping you with the tools and knowledge to understand your financial landscape, demystifying jargon, and transparently presenting opportunities and risks.
Our commitment is to ensure you feel confident in every financial decision you make. Your clarity is our priority.
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