Aged Care

Ideal Financial Group helps you define then transform your goals into a secure reality that allows you to realise your ambitions.

With the Australian population over the age of 70 likely to double to nearly four million in the next 20 years, aged care is an issue that we all need to understand as it can be a very complex system. There is so much to consider and often so little time as it is not something that most Australians plan for.

Identification of the client’s goals and objectives including:

  • Future income and asset levels
  • Placing investments in a secure manner
  • Future education expenses
  • Upgrading the family home
  • Maintaining lifestyle against inflation rises
  • Maintaining investment accessibility and flexibility
  • Estate planning
  • Accumulating assets
  • Personal Insurance including death, disability and income protection

It can be a confusing and emotional time considering placing yourself or a relative into residential aged care – but as with many of life’s big decisions the best approach is to speak with your Certified Financial Planner®. We can assist you to find the best aged care facility and help make the right financial decisions for you and your family.

Ideal Financial Group helps you define then transform your goals into a secure reality that allows you to realise your ambitions.

Contact our team or call us on 02 6584 4971 to get started.