Introduction to "Ageing Well" Seminar

Written by Ben Waite

As we journey through life, certain transitions demand careful planning, and one such critical phase is entering aged care. The financial implications can be daunting, but with proper guidance and planning, this transition can be managed smoothly. At Salt Financial Group we understand the complexities involved in aged care financial planning, and we're dedicated to providing our clients with a holistic approach to navigating this chapter with confidence and peace of mind.

 

To shed light on the intricacies of aged care financial planning, we are thrilled to announce an upcoming seminar tailored specifically for our clients. Titled "Ageing Well: Navigating Aged care with confidence," this seminar will delve into crucial aspects such as understanding the aged care fees you can expect to pay, the legal documentation required for estate planning purposes, and how our financial advisers can assist you in crafting a comprehensive strategy.

 

One of the primary concerns for individuals entering aged care is understanding the fees associated with it. During the seminar, we will break down these fees, offering clarity on what to expect and how to incorporate them into your financial plan effectively. Moreover, we will explore the legal documentation necessary for estate planning, ensuring that your assets are protected and distributed according to your wishes.

 

Furthermore, our team will discuss how we can assist you in devising a new budget tailored to your aged care needs. By leveraging our expertise, we will explore avenues to maximise government assistance, such as Centrelink benefits, while also identifying strategies to reduce reportable assessable assets. Our goal is not only to optimise your financial resources but also to enhance your investment returns, ensuring a secure financial future.

 

At Salt Financial Group we believe in taking a proactive and personalised approach to aged care financial planning. Our seminar will aim to empower you with the knowledge and tools necessary to navigate this significant life transition with confidence. Whether you're planning for yourself or a loved one, our team is committed to providing expert guidance every step of the way.

 

Join us for "Ageing Well: Navigating Aged care with confidence," and take the first step towards securing your financial future in aged care. Please see our flyer below. If you would like to attend the seminar, make sure to RSVP to info@saltfinancialgroup.com.au by the 9th of April.

Jenni Anderson