Aged Care


Aged Care

It’s important to ensure you know all the facts and take some time to plan to make sure you make the right decisions at this challenging time. Cape Financial Planning Pty Ltdhas Aged Care Accredited Financial Advisers who can meet with you to formulate a plan that considers all of your aged care funding options. Our plan will incorporate:

  • negotiating the payment of an accommodation bond or
  • an accommodation charge
  • the applicable daily care fees
  • the calculation of Income Tested Fees
  • minimizing these costs and charges where possible
  • planning to make care affordable in both the short and long term.

To find out more about how we can help you with you and your aged care needs please call 08 9751 2022 or email us.

Important Information

Financial Wisdom is responsible for financial planning advice provided by me as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of my authority under Financial Wisdom. Financial Wisdom is not affiliated with nor does it endorse other business activities conducted by me.

Make an appointment with an adviser today

Unit 2
12 Prince Street
Busselton, WA, 6280

Phone: 08 9751 2022
or email us

We have known Cindell and been receiving financial advice from her for about 6-7 years now. Cindell has helped us enormously transition from a working life into retirement. Cindell has also helped us successfully enter the Centrelink field with timely and spot-on advice. As we approach age pension age we know we can again rely on her to navigate us through this stage in an easeful and beneficial way. Cindell has gathered a professional, well informed and friendly office team to support her, they are always welcoming and a pleasure to deal with.

Lorraine & John Reeves

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