Please watch this video for an introduction to Aged Care and how your OzPlan Financial planner can assist you.

OzPlan Financial Services, assisting you in every stage of life

Ensuring the appropriate investment and management of your savings and assets is an ongoing task beyond your initial retirement and sound advice continues well into your senior years. Changes to lifestyle, health and medical requirements lead many seniors to elect to relocate or downsize their home. Some choose to enter into a retirement village to take advantage of the additional facilities available to compliment their lifestyle whilst some people, due to health, are required to make residential changes including entry into assisted residential care or taking up accommodation with family. These changes can have a significant financial impact and OzPlan Financial Services provides a number of financial solutions to assist with the administration of this process.

Aged Care

Our services include:

  • Reviewing your current financial position and determining the financial impact of relocation plans
  • Reviewing how Centrelink or Department of Veteran Affairs (DVA)entitlements may be impacted by changes to home residency.
  • Identifying strategies to maximise social security entitlements where and when appropriate.
  • Structuring financial assets for ease of ongoing client administration.
  • Discussing the financial impact to an estate and beneficiaries and working with your solicitor to develop a suitable estate plan.

Our first appointment is both cost and obligation free and we are happy to meet with you at your home if more convenient than meeting at our office. After hours appointments are available upon request.

Residential Aged Care

We recognise that entering Aged Care is a significant change for the Resident and their families and it is our role to ease the burden of the financial decision making process by offering  seniors and their families’ specialized social security financial planning services including;

  • „Reviewing the financial position of the Resident and providing recommendations as to how to fund the costs of Aged Care.
  • „Determining the most appropriate means for funding
  • Accommodation Bonds.
  • „Structuring financial assets to minimise Daily Care Fees.
  • „Structuring financial assets for ease of ongoing client administration.
  • „Assistance with the completion of necessary Centrelink, DVA and Department of Health and Ageing paperwork.
  • „Ensuring upfront and ongoing care fees and associated expenses are paid in a timely manner

Centrelink/ Department Of Veteran Affairs

OzPlan Financial Services offers specialised Social Security services including;

  • Determining how changes to your personal circumstances may affect your entitlements.
  • „Identifying strategies to maximise social security entitlements where and when appropriate.
  • Assistance with the completion of ongoing Centrelink and DVA paperwork.
  • „Updating and maintaining records to ensure correct pension entitlements.
  • „Reviewing entitlements on a periodic basis taking into account changes to social security rules and legislation to identify new opportunities to maximise entitlements where appropriate.