Get a clear view. Quickly.

geta clear view-01.png
geta clear view-01.png

Get a clear view. Quickly.

800.00

You get a fast turnaround on understanding the financial implications of moving into residential aged care.

We need some information to do these calculations, like details on assessable assets and income, the offer of the aged care facility, and information on the family home.

We can show you a number of scenarios - like what happens if you wish to retain the home, or how you may manage if you don't pay the bond in full.

We send you a questionnaire to complete, and may follow up with a few more questions.

We then send you a report detailing our forecasts, and we discuss the findings.

Generally, this work is done over the phone and email.

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