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Luisa Capezio & Craig Phillips
Accredited Aged Care Professionals, Canberra.
It is not one-size-fits-all. Every situation is unique.
We are dedicated to helping individuals and families find the best solutions for their loved ones. Whether they need support to stay at home or are ready to transition to a retirement village, downsize, or arrange for residential aged care, we are here to assist.
Our team of aged care financial advisors and planners takes a comprehensive, multi-disciplinary approach to address your care solutions. We collaborate with your health, financial, and legal network to ensure a well-rounded and informed strategy.
Our goal at Phillips Wealth Partners is to ensure your experience with us is efficient, friendly, professional, dignified and respectful. No matter what service you choose, we aim to find the most appropriate solution to your current aged care needs.
Learn more about Luisa Capezio & Craig Phillips
Moving to residential aged care can often be a challenging and overwhelming experience. However, with early planning and expert advice, you can minimize stress for both yourself and your family. During this transition, you will encounter numerous personal and financial decisions that need to be carefully considered.
At Phillips Wealth Partners, we are here to guide you through your journey into aged care with a clear and structured approach. Here are the steps we offer to help you navigate this process:
Understand your objectives: In an initial meeting, we will take the time to understand your objectives and assess your financial position. This can be done through a convenient phone call, video call, or in-person meeting.
Assessing aged care options: Leveraging our extensive network and experience, we will identify the most suitable aged care options that align with your specific needs.
Select a home: We will assist you in selecting an Aged Care service that caters to your requirements and preferences.
Understanding your costs of care: Recognizing that each individual has a unique financial situation, we provide specialized advice to help you fully comprehend your position and the costs associated with aged care.
Covering your aged care costs: Our team will devise practical strategies to effectively manage and pay for your aged care needs, ensuring a secure financial future.
Cash flow and investment planning for future care: We offer comprehensive cash flow and investment planning services to help you prepare for your future care requirements.
To further assist you, we have prepared a helpful brochure that outlines how you can successfully navigate through the aged care maze and find the necessary support. It provides valuable information on where to seek guidance and assistance.
At Phillips Wealth Partners, our aim is to alleviate your concerns and provide you with a seamless and dignified experience throughout the aged care transition.
The below brochure steps out how you can navigate through the aged care maze and where to get help.
Planning for aged care
Our aged care consulting and advisory services will help you, on the journey to aged care with nursing home financial advice.
After submitting your email address below you will access the Phillips Wealth Partners Aged Care Guides