TBA Aged Care Financial Advisers provide high quality financial planning and advice services for seniors and retirees. Our experienced advisers can work with you to create a strategy that will help you and your loved ones prepare for transition and change.
In doing so, we can help to minimise the stress that can come with making important financial decisions and ensure that the focus remains firmly on what’s really important. Time too, matters.
Our wealth of experience means we can quickly identify areas that need consideration and help you to arrange your finances in such a way, that you or your loved ones can take advantage of any entitlements, benefits or reduced fees you are eligible for – quickly and efficiently.
Some questions that our clients ask are:
- How will I pay for the upfront payments associated with my next move (e.g. retirement village, over 50s village, residential aged care facility)?
- Should we keep our home?
- What will my cashflow look like? Will I be able to afford this going forward?
- How can I increase my Centrelink/DVA entitlements and decrease my ongoing fees?
- Am I eligible for any assistance if I choose to stay at home and can I afford it?
- Am I eligible for any further Centrelink entitlements if my partner needs additional care?
We’re proud to service the Central Coast community – why not give us a call at the office on 02 4320 4000, so we can help you and your family make financial decisions that give you control, comfort and confidence.
TBA FINANCIAL SERVICES
Shop 4 Valley Plaza, 16 Washington Avenue
Niagara Park 2250, NSW. Australia
Phone: 02 4320 4000
Fax: 02 4320 4001
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Web: http://www.tbafinancialservices.com.au
