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.

General advice warning

The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Please click here capefp.com.au to find out more about the services we offer.

Make an appointment with an adviser today

Unit 2
12 Prince Street
Busselton, WA, 6280

Phone: 08 9751 2022
or email us

I was feeling stressed about understanding super and tax obligations for retirement, but Anthony and Cindell made everything clear and set my portfolio up for a smooth transition. Both he, Cindell and the entire Cape Financial Planning team have always taken the time to explain and adviser – they really know their stuff.

K & J, Broadwater

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