Aged Care
Planning
Placing yourself or a relative into residential aged care can be a confusing and emotional time. Aged care choices are complex and making the wrong decisions can come at a high price, financially and emotionally.
Whether you want to understand the aged care options for yourself or are enquiring on behalf of a loved one, we can help. It’s our job to help you understand how the aged care decisions you make can affect you, or your loved one’s financial position and how long your money will last.
We can help you simply understand the Aged Care environment, provide you with an analysis of your aged care strategy options, or undertake a comprehensive analysis of all your options so that you can make fully informed decisions.
Natalie Bordun is an Accredited Aged Care Professional™ with the Aged Care Steps program. As an Aged Care specialist Natalie has been appointed to the Bupa Aged Care Financial Guidance Panel.
Our Approach
1. INITIAL CONSULTATION
2. DEVELOP YOUR PLAN
3. IMPLEMENT YOUR PLAN
4. REVIEW YOUR PLAN
1. INITIAL CONSULTATION
When you get in touch with us, we set up a 60- 90-minute consultation that is at no cost to you. A little like a first date, we will get an idea of what you are looking for and whether we can help you. You get a sense of our expertise and whether you want to work with us.
Discuss your goals and current financial position
We will discuss your current situation and collect specific and relevant information from you so that we may better understand your background.
Define what advice you are looking for and discuss costs
Identifying exactly what you are looking for is the foundation for creating your plan. Your adviser will go over which specific areas of financial planning and advice you are seeking. They will also discuss costs upfront so that you know exactly what your expenses will be.
2. DEVELOP YOUR PLAN
After we have met, we will check we have all the information we need from you about your situation and goals. Your financial planner will then develop a plan for you. This usually takes about two weeks to prepare as it is thorough and covers all options that are available to you.
3. IMPLEMENT YOUR PLAN
After about two weeks, your financial adviser will be in touch to present their findings and recommendations and go into the details of your plan. They will explain why they have recommended the specific strategies and products and how the plan meets your needs and objectives.
If you accept the recommendations, you will work with your financial adviser and their support specialist to implement and manage your financial plan.
4. REVIEW YOUR PLAN
Over time your situation and goals, investment markets and legislation will change.
To make sure your financial plan is accurate and relevant going forward we will review our advice at least annually, or if your situation changes significantly, and adjust your plan accordingly. We will enter into an agreement with you to do this.