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You’ve worked hard all your life, and approaching aged care should be a positive, comfortable, secure-feeling experience. With the right experienced aged care financial advisors to understand and support you, this journey can be smooth, considered and tailored to you. ActOn Wealth’s aged care financial planners specialise in helping senior Australians make this transition. Our deep knowledge and client commitment ensure we deliver the best, most impartial seniors financial advice. And it’s simple - it starts with just a phone call.
Transparency. Trust. Tenacity.
You want a financial advisor for aged care who understands your needs and works tirelessly to find the best way to achieve them. Someone who doesn’t refer to a template but digs deep to deliver independent advice that’s right for you. Someone who understands the complexities - and opportunities! - of aged care, and speaks simply about them, empowering you with the knowledge you need. Someone who can look at the whole aged care picture, including investment advice, estate planning, cashflow, and make it all work together.
ActOn Wealth is here to help your journey into aged care be a positive, well-planned experience. You’ve got peace of mind with us.
The right aged care financial planner can handle all your financial service needs and help you make the best-informed decisions. You can rely on ActOn Wealth’s specialist aged care services, which include:
The best financial advice for aged care begins with a conversation.
If we are to be responsible for helping you in such an important life matter, we want to get to know you. We need to be crystal clear about your goals and expectations so we can then guide you through every step of the aged care process, from initial assessment to moving into a care facility. Along this path lie questions about funding, budgeting and asset protection. Our team of experts is here to help you at each point in this journey, tailoring the right advice for you. With ActOn Wealth supporting you, planning becomes a pleasure, not a pressure.
Aged care financial planning can be a rewarding, comforting and empowering experience with the proper support. Let’s have a no-obligation chat and see how ActOn Wealth can help you. Call our team on 1300 022 866 or leave your details in our financial planning contact form.
Aged care financial advice in Australia refers to specialised financial guidance and planning services associated with aged care. These include but are not limited to means testing, accommodation, management of assets, estates and expenses, government subsidies and support, taxation, family finances, ongoing budget management, etc.
An ActOn Wealth aged care financial planner delivers real value very quickly. We understand this area inside out - cumbersome, hard-to-understand policies and protocols won’t hold us up. Our in-depth knowledge and expertise of the aged care system enable us to break things down succinctly, whilst our impartiality means we only find the best results for you - not for anyone else. We can also take a holistic approach and consider all other areas of wealth growth and protection to ensure you feel as secure and comfortable as possible in making this critical transition.
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