Becoming an aged care client

At Phillips Wealth Partners, we prioritise the best interests of our clients. Therefore, we do not accept commissions from aged care service providers, facilities, or any third-party providers. Our commitment is to provide unbiased advice and guidance to help you make informed decisions about your aged care needs.

As your dedicated team of advisers, we offer a range of services to support you and your family throughout the process:

Understanding Care Options and the Aged Care System: We will help you gain a comprehensive understanding of the various care options available and guide you through the intricacies of the aged care system. We will outline the necessary steps to help you find and access the right type of care for your specific situation.

Financial Review - Aged Care Costs: Our team will conduct a thorough review of your financial situation, taking into account your goals and objectives. We will provide tailored solutions that align with your financial capabilities and evaluate the costs associated with aged care. This includes estimating the aged care fees you might need to pay and exploring options to pay for accommodation, such as assessing the financial implications of keeping or selling your home. We will also explore strategies to maximize your age pension and minimize aged care fees.

Cashflow Improvement Strategies: We will work with you to develop strategies aimed at improving your cash flow, ensuring you have a regular and reliable income to cover your daily care fees and other living expenses.

Estate Planning: Our team will assist in designing strategies that are structured to align with your unique family situation and estate planning needs. We will highlight the implications of investment decisions on your estate plan and emphasize the importance of enduring power of attorney, guardianship, and wills.

In addition to these essential services, we also provide assistance in preparing and reviewing the relevant Centrelink/Services Australia forms, ensuring that you have a smooth and hassle-free experience.

At Phillips Wealth Partners, our focus is on delivering exceptional client service and empowering you to make well-informed decisions regarding your aged care journey. Contact us today to discuss how we can assist you in navigating the complexities of aged care and securing a comfortable future.

Any questions, please contact the team at Phillips Wealth Partners

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