Identification of the client’s goals and objectives including:
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.