Thatcher Financial Group

Financial Planner

Call us on 0431 107 198

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You are here: Home / Aged Care

Aged Care

Thatcher Financial Group provides advice for families considering aged care for a loved one.

Shaun has completed specialist aged care study and is an ‘Accredited Aged Care Professional TM ‘.

Having a family member move into Aged Care is always a difficult time, and this can be made more so if you don’t understand all the financial implications.

We can help with:

  • Strategies for entry into Aged Care
  • Understanding Aged Care fees
  • Understanding implications for Investments and the family home
  • Centrelink / Department of Veteran’s Affairs eligibility
  • Liaising with your Aged Care Provider
  • Understanding cash flow – Income and Expense analysis

Our Aged Care advice is provided in writing and includes:

  • Your current financial situation
  • Your goals and objectives
  • An analysis of your current Assets, Income and Expenses
  • Understanding Aged Care Fees

Analysis of up to 5 options for rearranging assets and the impact this will have on:

    • Aged Care costs
    • Centrelink support
    • Income / Expenses
    • Assets
    • Cash flow
In our experience, families receive great comfort and relief when they can manage the cost of quality aged care for loved ones. Let us help you navigate the aged care maze. You might have some questions about the following:

  • Selling the family home
  • Retaining and renting out the family home
  • Paying the Full Refundable Accommodation Deposit (RAD)
  • Paying part RAD
  • Paying a Daily Accommodation Payment (DAP)
  • Paying part RAD and part DAP
  • Paying DAP from part RAD paid

Call us today for a no obligation meeting on 0431 107 198.

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Call us on 0431 107 198

What We Are All About

We deliver what we promise, we won’t bamboozle you with jargon, we are transparent with our fees, and we're about strategy not product.

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Our Value Proposition

We will look after your financial affairs providing you peace of mind using strategically superior solutions. We will act ethically, honestly and always in your best interests.

CFP Certification


Shaun Thatcher, Principal and Financial Planner at Thatcher Financial Group. CFP® or CERTIFIED FINANCIAL PLANNER™ and a member of the Financial Planning Association of Australia (FPA).

Contact Us

LOCATION: Suite 1, 85-87 Grimshaw St
Greensborough VIC 3088
PHONE: 0431 107 198
EMAIL: [email protected]
FINANCIAL SERVICES GUIDE:
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PRIVACY POLICY:
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COMPLAINT HANDLING:
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Thatcher Financial Group Pty Ltd (ABN 55 122 227 301) Australian Financial Services Licensee (520186).


 

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