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Aged Care Advisor

Aged Care Advice

If you are 75 years or over, aged care advisor from SMART Financial Advisory also significantly focuses on clients who are moving into Aged Care, as it can entail financial issues which can be challenging and time-consuming.

Funds for accommodation and other fees, decisions about current properties and considering aged care options are some issues that our clients may experience. With moving into an aged care facility, clients may also experience complications related to tax implications and pension payments from Centrelink.

For our clients, at this stage in their lives, our aged care advisor provide assistance with:

  • Identifying all costs that will apply to your aged care facility accommodation and other related fees.
  • Structuring the costs so that the chosen aged care facility is affordable in the short and long term.
  • Deciding which assets should be retained or sold, including your family home.
  • Developing strategies to maximise any applicable government benefits.
  • Explanation of estate planning complexities.

Get the best aged care advice from Melbourne’s trusted aged care experts. Enquire now.

Testimonials

We deliver true results, focusing on strategic decisions and practical actions tailored to our clients' unique reality. We engage all levels of an organization from day one.

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John Farrell

I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015.

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Ken Smart

Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.

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Ross Peters

I would like to thank Pallavi Mahajan and her associates for all their help setting up my transition to retirement they did a fantastic job with minimum fuss...

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Hilary Taylor

As a professional Tax Consultant, over the years I have dealt with a number of Financial Planners and referred many of my clients. Although they were happy what..

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Dancy He

I have known Pallavi for 2 years now and we have been working together so well.I am absolutely impressed with her service in the financial planning area – what..

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Jim Coull

I was referred to Smart Financial and am a current client. The professionalism & knowledge of the team led by Pallavi has seen my financial position tailored – what..

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