What should you take
to an aged care financial consultation? In order to help make your meeting
as valuable as possible, we suggest you provide as much information as available
on the day of the consultation.
Following is a list of the information
we will require about your friend or family member in order to determine the most
appropriate residential care financial strategy for them.
We will need:
Full details of any income received Centrelink/DVA
pension details
Superannuation
pension
Allocated pensions
Annuities
foreign
income Details of any investments Shares
Managed Funds
Term
Deposits
Bank accounts
Superannuation
Funeral
bonds
Any information you have regarding the aged care facility, particularly
in relation to bonds and fees.
Courtesy of:
Caren Hendrie (AFP)
The Hendrie Group
1st Floor, 23 Lacey Street
Croydon 3136.
To find out how we can reduce your confusion, make a time to meet with Hendrie
Financial Planning, who have expertise in financial planning for people entering
care accommodation.
Caren Hendrie - Aged Care Financial Consultant
Hendrie Group
Tel: 03 9725 2533
Email: c.hendrie@hendrie.com.au
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