Social Security and Aged Care Planning
Aged care and Social Security can be complicated and overwhelming. There’s a lot of information to navigate, and the conversations aren’t always easy. At Professional Money Management, we make understanding these areas simpler for you and your family.
Financial decisions around aged care and Social Security are highly individual. The best strategies depend on your personal circumstances, objectives, and needs. Even something as basic as knowing which forms to complete, when, and where to submit them can be challenging without guidance.
Why Use a Financial Planner
With so much information available from government sources, online, and even well-meaning family and friends, it can be hard to know what actually applies to you. Professional guidance helps cut through the noise so you can focus on what’s most relevant to your situation, and make confident, informed decisions.
How We Can Help
Professional Money Management can provide tailored advice and guidance to help you make sense of aged care and Social Security entitlements.
We can help you:
- Understand how the family home fits into your aged care plans
- Navigate government pensions, benefits, and entitlements
- Manage accommodation payments and care fees
- Plan and monitor cash flow during care
- Consider your investments and options in the context of aged care
- Understand the requirements to make informed decisions about your future
- Reviewing your financial position to identify potential tax efficiencies
Professional Money Management can help you make the right decisions about your finances. Call us today on (03) 51 433 450.