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Aged Care advice

The delivery of Provident's vision will provide you with a complete solution

Plan.

  • We listen to your future plans and wishes.

  • We review your assets and current financial situation.

  • We develop a financial strategy to include the funding needed for entry, tax allowances/payable and a budget for ongoing income needs.

Help.

  • We support you through the process and paperwork following the ACAT assessment.

  • We can help with finding a care establishment.

  • We assist with entry and ongoing care fees with the care facility.

  • We consult with Centrelink and the Department of Veteran Affairs to ensure that you receive your maximum entitlements.

  • We provide estate planning (i.e. Wills, Power of Attorney, Trust) support.

  • We provide ongoing support and consultation with you and your family members.

Achieve.

  • Whilst everyone's situation is different we know that in this critical area of aged care advice the value and support we can provide enables you to spend more time with your family.

  • Our experienced advisers aim to minimise the costs and maximise the support your receive. For one client, we have be able to introduce strategies that reduced ongoing care fee by in excess of $10,000 pa.

Other services we provide

 

  • Wealth Management and Investment

  • Superannuation

  • Retirement Planning

  • Wealth Protection / Personal Insurance

  • Intergenerational Wealth Transfer Advice

  • Debt Management

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This website contains information that is general nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decision based on this information.

Paul Carter Pty Ltd ABN 16 079 780 895 and Provident South West Pty Ltd ABN 67 680 534 543, both trading as Provident Financial Services, is an authorised representatives and credit representatives of Akumin Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence 232706


Website links have been provided with permission for information purposes only and will take you to external websites, which are not connected to us or our Licensees (AMP Financial Planning Pty Limited in any way. Note: We, Akumin Financial Planning Pty Limited do not endorse and are not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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