Review Sedley Koschel’s Accredited Aged Care Financial Planning & Advice

Aged Care Financial Planning & Advice is not just relevant for older clients.

As passionate Financial Planners, we recognise the need for aged care financial planning. The growing needs presented by Australia’s ageing population and have fine-tuned our specialist services as more of our valued clients transition through to the next stage of their lives. We can help you and your family navigate complicated aged care decisions, as a natural transition to our existing service.

“Age Care Financial Planning & advice may be sought by the children or by a retiree planning ahead of time for their sunset years. Whatever the scenario, our team are here to listen and offer the best advice.”

Sedley Koschel Wealth Aged Care solution involves:

  • Helping plan well ahead of time for your aged care needs;
  • Helping navigate the process of moving into aged care and assess affordability, minimising fees or maximising entitlements can be a bonus outcome;
  • Helping know where to start, what decisions need to be made and what it will take to get into the care required;
  • Creating family solutions;
  • Aged care financial planning for your family
  • Providing choices for structuring finances and estate planning;
  • Helping make informed decisions during difficult times;
  • Working with families to create peace of mind and a financial pathway to help transition their ageing parents with ease.

Sedley Koschel aged care financial planning boasts an accredited aged care professional team to deliver qualified and effective aged care advice. Let S.K. help you navigate aged care fees and strategies to meet your family and estate planning circumstances, providing better lifestyle choices in the later stages of life.

Sedley Koschel Aged Care Financial Planning & Advice

3 Main Benefits to Aged Care Financial Planning:

Cost Management and Affordability:

Aged care can be expensive, with costs including accommodation, daily care fees, and medical expenses.

Good financial planning helps to ensure you have sufficient funds to cover these costs without compromising your lifestyle. It allows you to explore options such as selling assets, tapping into superannuation, or leveraging government subsidies to make aged care more affordable.

Maximizing Government Benefits:

Aged care in Australia is supported by various government programs, such as the Aged Care Means Test and Home Care Packages.

By engaging in financial planning early, you can maximize the benefits available, potentially reducing fees and accessing higher levels of care. Skilled financial advice ensures you position your assets and income to receive the most advantageous support.

Providing Peace of Mind for You and Your Family:

Preparing for aged care removes the financial burden and stress from you and your loved ones. Proper financial planning ensures that your future care needs are well-funded, allowing you to maintain your independence and control over care decisions.

It also reduces pressure on family members to cover expenses or make last-minute arrangements, providing everyone with greater peace of mind. If you have been searching for the right age care financial planning or advisors who can meet your needs and help navigate an ever-changing economic landscape, we would love to work with you.

Sedley Koschel Is a Wholistic Financial Management Firm Located In Queensland.

If you have been searching for the right age care financial advisors who can meet your needs and help navigate an ever-changing economic landscape, we would love to work with you. Call us today on 1300 008 108 -or- schedule an obligation free consultation at a time that suits you. 

We offer a wide range of financial services from one location. These services include: Tax Agents & Accountants, Small Business Advice, Financial Advisors & Financial Planners, Wealth Accumulation Advice, Your Own Personal Wealth Portal, Self Managed Super Funds (SMSF), Wills & Estate Law, Age Care Advice and Financial Planning, Tailored Insurance Services, Property Investment Services, Small Business Virtual CFO, and ask us about Probate Law….

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We acknowledge and pay respects to the people of the Yugambeh language region of the Gold Coast and The Kalkadoon People of Mt Isa and all their descendants both past and present. We also acknowledge the many Aboriginal people from other regions as well as Torres Strait and South Sea Islander people who now live in the local area and have made an important contribution to the community.