Request a meeting
1300 10 22 33
Luisa Capezio & Craig Phillips
Accredited Aged Care Professionals
Phillips Wealth Partners does not accept commissions from aged care service providers and facilities or any third party providers.
As your team adviser we can:
Help you and your family to understand the range of care options and how the aged care system works, outline the steps ahead to help you find and access the right type of care.
Financial Review – aged care costs
Review your financial situation to help provide solutions that meet your goals and objectives.
Help you evaluate the aged care costs and what you can afford.
Aged care fee estimates
Explain the range of fees and how they are calculated to estimate what aged care costs you might need to pay.
Options to pay for accommodation
As an example, determine the financial implications of keeping or selling your home
Evaluate options and strategies for the aged care accommodation payment
Review the potential for strategies to maximise your age pension and minimise aged care fees.
Strategies to improve cashflow
Generate a regular and reliable income to cover your daily care fees and other living expenses
Design strategies structured for your family situation and estate planning needs.
Highlight the implications of investment decisions on your estate plan
Discuss the importance of an enduring power of attorney and guardianship & wills
Other valuable services we offer our clients are:
Preparing and reviewing the relevant Centrelink/Services Australia forms
Any questions, please contact the team at Phillips Wealth Partners
Aged care advice, aged care advisors, aged care financial planner, financial advisers specialising in aged care, aged care consulting and advisory services, aged care management consultants, Aged Care asset test.