Aged Care

Entering the aged care system is often a difficult time for many families. We, or someone we love, face the prospect of a loss of independence. It can all be very scary.

What’s more, the financial aspects of the aged care system are incredibly complex. What fees do you have to pay? When do you have to pay them? To whom do you have to pay them? How does being in residential care affect your Centrelink entitlements? Your super arrangements? Your estate plans?

We can assist you to fully understand your financial situation and the way that this interacts with your aged care. This involves things like:

  • Working out the type and quality of care you can afford;
  • Working out the costs of this care;
  • Arranging to pay your accommodation and care fees that apply;
  • Ensuring you maximise your Centrelink pension and any other entitlements;
  • Best managing your family home and other significant assets; and
  • Simply ensuring that your time in aged care is as financially comfortable as possible.

In the best cases, planning for aged care should start well before the need for aged care arises. The planning should start when your retirement planning starts – aged care is, after all, part of your retirement. And starting the planning process as early as possible lets you also ensure that this planning complements the other elements of your financial plan, such as your estate planning.

That said, it is also never too late for good planning. So, if aged care is already a reality, then get in touch with us and make sure that you make that reality as pleasant and satisfying as possible.

Allan Moore

Director and Financial Planner

Allan specialises in maximising the chance you can achieve your lifestyle goals. If you have a complex financial problem the goal is to help you understand the alternatives, build your own personal strategy, and take action.

Allan started life with a Bachelor of Business and completed a traineeship opening Sanctuary Cove, QLD – including opening one of Australia’s first boutique brewery’s in 1986. He also worked for Ansett Airlines organising Superannuation choice for staff, and it included exposure to Treasury.

With extensive business experience and a practical commercially minded approach Allan enjoys working with: Business owners; Ladies - who look after their own finances, and those of their extended family; People who have come into old and new wealth; Entrepreneurs and Artists.

You expect a trusted adviser to excel in advice on structures and investments, in addition Allan has the industry leading property specialist software and also has his own small charity. Putting money where he believes it can make a great difference. It is this wide knowledge, based on experience that allows him to listen and assist you – in ways you might not have thought of.

Personally he surfs every weekend with his 4 children and friends, enjoys ballet with wife and daughter and soccer with his sons.

“Wealth is the ability to fully experience life”

Allan Moore is an authorised representative (239448) of Adsum Capital Pty Ltd (AFSL 518931).

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