Adelaide Financial Advisors & Wealth Management Experts

Aged Care Planning

Security and Comfort

If you or a loved one are considering a transition to an Age Care facility, there are a number of important considerations to be made.

We can assist you with complex Age Care Assessment Team (ACAT) assessments and will work with you to optimally structure your assets, to provide the best opportunity of getting into the facility of your choosing.

The way you pay for Age Care fees, whether via a Refundable Accommodation Deposit (RAD), a Daily Accommodation Payment (DAP) or a mixture of both can have a large impact on future benefits for your next of kin, so its important you structure your journey to ensure benefits pass the way you want them to.   

Don’t get caught out and miss the boat on your ideal room or aged care facility. Get expert advice before your loved one makes the transition to Aged Care to get peace of mind and ensure you aren’t paying more than you should.