Aged Care Financial Services is a specialist in the aged care sector – it is all we do. We help you understand all your options so you can make the best financial choices for you and your family.

Our advisers are experienced and accredited specialists.
We work with the family to asses all assets, income and any eligible subsidies, to create a financial plan to ensure that care is affordable now and in the future. And importantly we will respond quickly.

     
 

Provide advice on the affordability of care

Explain your facility’s costs – initial and ongoing daily charges, income tested fees and extra service

Advise on the best way to pay the accommodation bond

Provide investment advice to make your money last

Ensure you understand the impact on Government benefits and entitlements and make sure you claim everything you’re entitled to

Assess the financial impact on a partner so they aren’t financially disadvantaged

 

Seeking specialist financial advice makes the decision easier. It helps you understand all your financial options and long-term financial implications.

   








Charter Financial Planning Limited ABN 35 002 976 294
Principle Member of the FPA
Australian Financial Services Licensee.
License Number 234 665.
Principal Address: Level 9, 750 Collins Street, Docklands, 3008,
GPO Box 2830AA, Melbourne, Victoria 3000



 
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