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Age Pension and Centrelink Support Coffs Harbour and the North Coast

The Aged pension in Australia has become a very important part of financial planning. Our team is experienced and well trained to deal with Centrelink.

The world of Centrelink and the Age Pension is unique and forever changing. We offer guidance through the maze which is Centrelink. We offer service dealing with Centrelink where we will advocate on your behalf. We have access through my gov to Centrelink.

AGED Care

Transitioning yourself or a loved one into aged care is an emotional and stressful time. The process can be complex and confusing. We can help you and other family members with the process, to ensure appropriate, and considered decisions are made for the care of your loved one and their estate.

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RetireInvest Clarence Valley and Mid North Coast can support you through the process whether you are:

Considering your own aged care options for the future
In a position where you urgently need to find yourself a residential aged care placement, or
If you are responsible for finding care for a close relative or carer.

With the advice of an Accredited Aged Care Professional you can smoothly navigate this process, receiving the professional advice you need to create effective financial solutions that provide peace-of-mind and an ideal lifestyle for you and your family.

We can help you answer questions like:

Should we sell the house?
How can we afford care?
What is a RAD and ACAT?
How should we pay for the care?
Where is the best place for my loved one?
How do I complete an income and asset test?

Our Aged Care Specialist Adviser, Simon Reid, can help you navigate and complete all steps in the aged care process. Simon Reid will help liaise with Centrelink and give advice on existing investments and estate planning. He will provide guidance on questions like:

How to structure and minimise fees to maximise entitlements?
What are the implications of selling or rent the family home?
Where is the best place for my loved one?
How can we afford to pay for care?
What is a RAD and ACAT?
How do we complete an income and asset test?

Aged care costs are complex and expensive, particularly if the wrong strategy is adopted. By making informed decisions, our clients can have some certainty that their assets and lifelong savings are not unnecessarily diminished by excessive charges or failure to fully access entitlements. Aged care financial management can generally save thousands of dollars. The difference between the best decision and the worst decision can add up to as much as $100,000 over 5 years.

Age Pension and Centrelink Support Coffs Harbour

Contact RetireInvest Clarence Valley and Mid North Coast to book your free consultation today on 02 6643 4477.

Age Pension and Centrelink Support Coffs Harbour