Aged Care



Plan your move into aged care. Gracefully.

It’s easy to procrastinate – especially with financial decisions. Unfortunately, putting off financial decisions often means you wind up with limited choices.

This is an all-too-common scenario with aged care planning.

However, if you plan ahead, you can avoid the emotional turmoil and family conflicts that can happen when you move into aged care in a rush.

Our experienced Beyond Bank Wealth Management financial planners are equipped to help you make the transition to aged care as smooth as possible. We ensure that with a good aged care assessment, your expenses are minimised, your needs are met and you’re happy in your new home.

We believe in prosperity for the many, not the few. That’s why we offer aged care planning advice to ensure our customers prosper over the long term.
 

Expert advice to help you plan ahead.

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Aged care. Make the best choice.

Planning can make all the difference to your future lifestyle. The steps you take to plan for aged care can have a big impact on your lifestyle, comfort, entitlement to the age pension and the fees you’ll pay to aged care facilities.

At Beyond Bank, we help you to make the best choices about your financial goals. Our experienced financial planners can help you plan your finances for a move into aged care.
 

Retired? Start planning now.

Start aged care planning once you retire, and keep planning throughout your retirement. Aged care facilities can be very expensive and you’ll need to plan well ahead.

Consider these questions about aged care:

  • Do you want to live in your own home?
  • Do you want to maintain your independence?
  • How can you reduce ongoing fees?
  • How will you pay for aged care entry costs?
  • Do you have investment strategies for your assets?
  • How will my decisions impact my age pension eligibility?

Our experienced financial planners can help you to answer these questions and make a comprehensive plan for your transition to aged care.
 

Optional Add-ons


Ensure your family's security and wellbeing after your death

Estate planning means your will is conducted to your wishes.

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Needing advice or assistance planning your financial future?

We have a highly professional team of financial planners ready to help.

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Financial Planning Health Check

Answer a few simple questions using our Financial Planning Tool and you’ll see how you’re doing and whether you need help in any areas.

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This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular circumstances and needs.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Community CPS Australia Ltd ABN 15 087 651 143 / AFSL 237 856 trading as Beyond Bank Australia.

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