Working with Financial Advisers Package

This package provides:

• Key insights about how a financial adviser can assist and provide helpful advice on the affordability of aged care, options and a strategy tailored to your loved one’s financial position – enabling informed and financially sound decision making
• Important information about specialist services a financial adviser can provide around financial aspects of aged care – providing comfort and peace of mind
• Ideas on what to ask a financial adviser as part of planning for government funded aged care services – so you are prepared and informed
• Tips on how to choose a qualified financial adviser – so you get what you are paying for
• Handy list of documents you need to locate and questions to ask – ensuring information is at hand when it is needed
• Editable downloadable Checklist – for you to work through at your convenience