Aged Care Financial Planning

Ensure a smooth transition into aged care with specialist financial advice that helps you navigate costs, entitlements, and accommodation options.

Navigating aged care options for yourself or a loved one can be both emotionally and financially challenging. At Strategem, our specialist advisors are here to help you make informed decisions about aged care financial planning. Whether you're planning for your own future or assisting a family member, we provide comprehensive advice on aged care fees, government entitlements, and accommodation choices. Our goal is to ease the financial burden while ensuring you or your loved ones receive the best possible care. From understanding aged care costs to maximising entitlements, we guide you through every step of the process.

Strategem Financial Services | Bendigo & Melbourne | Wealth Management | Aged Care
Strategem Financial Services | Bendigo & Melbourne | Wealth Management | Aged Care

What’s involved:

Comprehensive Aged Care Financial Planning

We provide a complete financial overview, helping you understand the costs associated with different aged care options and how to plan for them effectively.

Advice on Aged Care Fees and Charges

We guide you through the complex structure of aged care fees, including accommodation bonds, daily fees, and means-tested care fees, ensuring you are fully informed.

Government Entitlements and Benefits

Our team helps you navigate government entitlements such as Centrelink and aged care subsidies, ensuring you receive the financial support you're eligible for.

Accommodation and Care Options

We provide advice on the different types of aged care accommodation available, including residential care and home care packages, helping you choose the best option for your needs.

Ongoing Support and Review

Aged care needs and costs can change over time. We offer ongoing support and reviews to ensure your financial plan remains aligned with your situation and goals.

Are you ready to make informed decisions about aged care for yourself or a loved one?

Contact Strategem today to receive expert aged care financial planning advice and take the next step with confidence.

HEAR IT FROM OUR CLIENTS

  • Thank you for all your patient advice over our years together. You are the one of the main reasons we are currently enjoying a worry-free retirement.

    - Gabrielle

  • The most helpful and knowledgeable team that always has time for us and makes us feel special.

    - Ivan

  • All staff we deal with are very professional and also very approachable. We get prompt action with any queries we may have.

    - Dianne

  • I cannot fault the service from Trevor and his team.

    - James

  • Excellent, efficient and friendly service that fully meets our needs. We value Strategem very highly. Thank you.

    - John

  • Premium service from a friendly and supportive team. Strategem makes tax time simple!

    - Andrew

  • Excellent support from Brett with our superannuation and financial planning with a zoom meeting, email correspondence and then a follow up phone call. Our tax return process with Ashley and team has been outstanding. So very impressed with the support at this time.

    - Barbara, Bendigo client

Strategem Financial Services | Bendigo & Melbourne | Resources

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Strategem Financial Services | Bendigo & Melbourne | Resources
Strategem Financial Services | Bendigo & Melbourne | Resources

INSTANT CALCULATOR

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We get that just because we love numbers doesn’t mean you have to.

Our specialised advice will support the health of your family and your business. So let us take the stress away and navigate the complex world of wealth management for you. Fill out our enquiry form below.

Strategem Financial Services | Bendigo & Melbourne | Wealth Management