Helping a loved one move into an Aged Care facility can be an emotionally challenging time for everyone involved. Seeking financial advice from an Aged Care Specialist Financial Advisor can ease the added financial stress when placing a loved one into a care facility.
At Progressive Financial Solutions, our Aged Care services goal is to remove the added financial challenges you will face when you transition a loved one into an Aged Care home, allowing you to focus on the care of your loved ones.
We meet with you and discuss your loved one’s personal and financial position. We provide you with multiple possible strategies to consider for your loved one and use our expertise to put a plan in place to maximise your loved ones cashflow and preserve their assets throughout their lifetime. We provide premium ongoing financial and Centrelink support while your loved one is in care.
Joe Formica, CFP, is an Aged Care Specialist Financial Advisor, and is recognised through Aged Care Gurus.
