We're focused on the anticipated changes expected to impact Australia’s aged care system over the next few years.

Our goal? To mitigate any cost increases that may affect you, ensuring confidence in your financial future.

We understand planning for aged care can be emotionally demanding and complex, but getting older is an inevitable part of life. We strive to make this process less daunting and more transparent for you and your loved ones.

We take pride in our thorough approach to developing an aged care plan tailored specifically to your needs and circumstances.

Here’s how we do it:

·        Initial Discussion: We begin with a conversation to lay the groundwork for our collaboration.

·        Financial Assessment: We gather a comprehensive understanding of your financial situation.

·        Family Involvement: We incorporate family input to ensure alignment with your goals.

·        Scenario Planning: We prepare for multiple aged care scenarios based on your assets, goals, and potential health changes.

Throughout our consultation process, we ensure you have a clear understanding of your plan. We present our comprehensive plans in a clear and concise Statement of Advice and work with your trusted professional network to make sure the plan is implemented correctly.

Our tailored strategy covers several crucial areas of financial planning for aged care, including:

·        Understanding care types and financing options suited to your unique situation.

·        Budgeting and cash flow management to maintain your lifestyle.

·        Maximising Government benefits to enhance your financial security.

·        Protecting your assets and preserving your wealth for future generations. Understanding asset implications if one partner was to enter care.

·        Identifying tax options and potential pitfalls.

·        Regularly reviewing and updating your financial plan to align with changes in the aged care landscape and your evolving needs.

At DP Wealth, we offer our dedication, expertise, and a firm belief in the importance of informed decision-making for your financial wellbeing and peace of mind.

With our consultation on aged care planning, take control of your future and rest easy, knowing that your aged care will be on your terms.