Affinity Aged Care guide you through the range of financial options and care support services and packages available.


 

Our aged care process and fees are fully transparent.

Affinity Aged Care is the leading specialist in this field and will assist you to make the right choice.

Why Choose Affinity Aged Care Financial Services?

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Aged care decisions are complex and the stakes are high. Affinity Aged Care Financial Services is the leading specialist in this field and will assist you to make the right choice. Aged care financial advice is a highly specialised field of which most financial planners only have a limited understanding. Affinity Aged Care’s financial advisers are aged care financial specialists and are strongly skilled to assist you or your loved one to make what can be a challenging transition with confidence and dignity.

The best way to fund and manage aged care depends on your specific financial circumstances and goals. Affinity Aged Care financial advisers are here to listen and focus on understanding the needs of each individual and their unique situation. We understand that the decisions our clients are faced with can seem overwhelming and can be highly emotional too. We will make sure we fully understand your needs and will provide you with a range of financial options so you and your family are empowered to make an informed decision.

Our process and fees are fully transparent. Affinity Aged Care prides itself on providing personalised, easy to understand advice that always puts the needs of clients first. For this reason, we charge on a fee-for-advice basis and do not accept payments from product providers. Under these arrangements, transparency is guaranteed, our interests are aligned only with those of our clients and any potential conflict of interest is eliminated.

Our aged care financial advisers provide you with all the information and advice you need to make an informed decision, covering key issues such as:

  • Fee structures and affordability of care
  • Correct structuring of your assets and income
  • Maximising your Centrelink/Department of Veteran Affairs (DVA) Pension entitlement
  • Minimising the ongoing cost of aged care, and
  • Decisions around keeping or selling the family home and your estate planning wishes.

We guide you through the range of financial options and care support services and packages available. Our skilled financial advisers anticipate any issues that might arise and explain the best way around them.


 

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