Golden Age Advisory

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Services

  • Financial Planning

About Golden Age Advisory

Aged Care Planning.
My clients are my number one priority, and I’ll go the extra mile to make sure they’re completely

Aged Care Planning.
My clients are my number one priority, and I’ll go the extra mile to make sure they’re completely satisfied with my work.
So many people feel daunted by trying to find their way through the aged care ‘Maze’ alone. Golden Age Advisory can help you to make informed decisions about aged care, based on up-to-date information about all the options.
We explain the services and their costs and benefits, giving you peace of mind about the choices you make. My services are designed to help you tackle even the most complex decisions.
Contact me to discover how I can help by; maximising Centrelink or Department of Veteran’s Affairs (DVA) entitlements, assess your eligibility for any other government support, explaining all of the aged care financial jargon (Words like; RAC, RAD, DAC, DAP, BDF, MPIR, MTF and Extra services) in plain English in a simple and easy to understand manner, negotiate fees with care facilities, calculate and illustrate the different scenarios so we can help you and your family make the smarter choices, answering your questions (even the ones you don't know to ask),
explain the different accommodation fees and ongoing fees, assist with completing the myriad forms, manage your cash flow now and into the future, help you make the right decision with respect to your family home (keeping or selling), make the most appropriate investment decisions,
give you clarity, piece of mind and help you feel like you are really in control of your financial situation, and maximise the amount of money able to be passed on to future generations through your estate.

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