Don't be overwhelmed by the financial impact of aged care. We're here to help make things simple and easy for you and your family.

SPECIALISTS IN AGED CARE ADVICE

Aged care decisions are complex and it’s important to make the right choices up front. As Aged Care specialists, let us assist you in navigating your way through the process and helping you understand all of the options and decisions available to you.

Why plan for aged care?

Currently, over 80% of Australian’s above retirement age receive a full/part aged pension.

The Age Pension is currently a safety net for those unable to provide for themselves. The age pension is funded by the taxes we pay. However, the aging population overtime if unaddressed, which may be a burden on the next generation.

Aged care should be planned for in advance of requiring it because in a lot of cases you may no longer be making decisions for yourself. Things like accommodation, living & care costs all need to be taken into consideration and can poor decisions can come with serious drawbacks.

Speak to us today and feel comfortable that you’re making the right decisions from the start.

  • We'll help answer questions like

    • What is my next home going to be?
    • What about my lifestyle changes?
    • What are the costs involved?
    • How will I invest any remaining proceeds?
    • What if I need to access care?

  • Questions regarding family members

    • What to pay to the Aged Care bond
    • Keeping or selling the home
    • How to retain Aged Pension payments
    • Understanding the legal responsibilities
    • Aged care facilities available

  • Why use us?

    • We make things simple and easy for you (no lingo!)
    • All your financial services are under one roof
    • Create more time to do the things you love
    • You get a face to face relationship
    • Our service is centered around you, not us!

WHAT OUR ADVICE PROCESS LOOKS LIKE

We’ve been providing specialist, tailored aged care advice for a long time, so naturally, we think we’ve become pretty good at it. We’re here to help you – every step of the way.

1. It's all about you
20%

We’ll begin by finding out a little about where you’re at right now and what your current landscape looks like. It’s important to know who you are and what drives you moving forward because that will ultimately dictate the path you take with respect to the Aged Care advice options that are available to you.

2. Understanding your options
40%

Once we know and understand you and where you’re at, it’s time to understand what options are available to you. This includes any centrelink/DVA support, an understanding of fees, protection of the estate and other clever strategies that we’ll be able to show you.

3. Mapping out your path
60%

Now we know what you’re all about, and what it is you’re after – it’s time to put a plan in place. We’ll work with you to map out a path forward and provide you with a blueprint that offers you peace of mind and confidence in where you’re heading.

4. Bringing it all together
80%

We’ve got the blueprint and we’ve set our targets, it’s time to make things happen! Once we’ve agreed on your plan we’ll help you every step of the way in putting it all into play!

5. Review and keep things in line
100%

Sometimes life happens. That’s why we think it’s important to make sure that your goals and your definition of success is regularly reviewed and updated because the reality is that things change. And with that, sometimes so does your perspective. That’s why we’ll regularly review where you’re at and make sure that we can keep you on track.

Speak with one of our experienced and friendly team today!

MEET THE FINANCIAL PLANNING TEAM

Frank

``We started Aqua Wealth because we wanted to be able to partner with people, guide them through the financial wilderness and see them achieve their goals and dreams``

Frank D'Alessandro

Principal & Senior Financial Adviser
stefan

``I'm a snowboarding, guitar playing, soccer loving left hander with a die hard passion for just about any sport there is.`` - Stefan

Stefan D'Alessandro

Financial Adviser
andres

Andres Jones

Senior Paraplanner

Authorised Representative of Securitor Financial Group Ltd
ABN 48 009 189 495
Australian Financial Services Licensee 240687

This information is of a general nature only and has been provided without taking into account of your objectives, financial situation or needs. Because of this, you should consider whether the information is approriate in light of your particular objectives, financial situation and needs.

Speak with one of our experienced and friendly team today!