Aged Care Financial Planning

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EKB Financial Advisers work with seniors and adult children, for people who need extra support with aged care financial planning advice. If you or a loved one is ready for aged care support, there are a lot of important decisions that need to be made before you decide to access home assistance or move into an aged care facility. Aged care financial planning is about using your income and assets to the best effect, to secure your higher care needs. Typically, our clients want financial certainty, safe care with competent staff and a safe and up-lifting environment where there is a need to move into an aged care residence. 

Typical aged-care financial planning questions include:

• Am I eligible for aged care? 
• How should I assess an aged care provider?
• How much does it cost in total, what are the different fees and how are they calculated?
• Do I have to pay a means tested fee? 
• How do I best fund the costs of aged care, given my income and assets?
• Will the government help me fund aged care? 
• What will my estate look like if I pay for aged care?
• Can my adult children help me if I am not capable of doing it myself? 

How can we help?

EKB Financial Advisers can help you answer all these questions and more. A personal financial plan considers all your goals and financial resources. We work to create strategies and approaches that help you achieve your goals. 

• We provide personalised advice tailored to your unique financial situation, helping you choose the right retirement strategies to help your investments and retirement savings pay for your lifestyle in retirement. 
• Our financial adviser holds certifications from recognised institutions such as the Financial Advisers Association of Australia and Aged-Care Steps, which ensures you seek expert guidance. 
• We also offer regular reviews of your retirement portfolio to adapt to any changes in your financial goals, market conditions, new investment opportunities or new legislative requirements which often arise. 

At EKB Financial Advisers, we pride ourselves on helping aged care financial planning clients with Care, Knowledge and Trust.  

 Let’s make a time to meet 

EKB Financial Advisers provide financial planning meetings by appointment. We can meet with you on weekdays between 9am and 5pm. We have a limited number of after-hours appointments too. To make an appointment, please call us on (03) 9969 2230.

We look forward to seeing how we can work with you.