We develop an Aged Care strategy and plan which relates specifically to your financial and aged care situation. We outline suggested ways to improve your outcomes by carefully considering the impacts and variables unique to your situation and the options available to manage these.
We can communicate with your chosen aged care facility on your behalf, including but not limited to, discussing room prices, negotiating with them and terms, and assisting with the Aged Care Contract Review process.
Maximising Government Pensions and Benefits
Financial Statement Plans (FSP) & Account by Administrators (ABA).
Minimizing your Care Fees.
Daniel Herft has worked as an Aged Care Specific Financial Adviser, for over 10 years, prior to becoming the Director and Senior Adviser at Care Shaped Financial Planning Pty Ltd.
Call us on – 0448 089 392 – or book an appointment below.
Care Shaped Financial Planning Pty Ltd ACN 664 109 853 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL No. 229892. The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Care Shaped Financial strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of Care Shaped’s website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions.The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.