Aged Care

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

I met Cindell in 2015 during a very challenging time in my life. As a result of Cindell’s kind and caring professionalism, her sincere willingness to generously share her time, her considerable knowledge and expertise, and her competent, proactive and trustworthy advice, I am in a much better financial position. Above all else, Cindell truly listened, developing an excellent understanding and appreciation of my unique circumstances, my fears, my nature and my goals. She sensitively thought through my situation, for now and for the future, specifically tailoring her recommendations, taking into consideration current and anticipated issues that might affect me. Well supported by her wonderful team, Cindell consistently delivers prompt, exemplary service. I have every confidence in and deepest respect for Cindell and highly recommend her, without reservation.

MG, Dunsborough

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