Aged Care Financial Planning
Our approach to Aged Care Financial Planning will give you straightforward, easy to follow guidance and strategies to help you manage your financial affairs, for whatever may come next.
Our team has been specialising in Aged Care Financial Advice for many years. We’re proud to service the Central Coast aged care community and help you make financial decisions that give you control, comfort and confidence.
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Our approach will help you and your loved ones make the changes you need in your living arrangements and care with confidence. We help you make informed decisions, save you time in researching the complexities of the options and funding you may be eligible for, and offer an unbiased perspective to help guide your family.
Our role is to help you understand what the pathways are, to offer impartial advice and our wealth of experience and give you a clear picture – so you can focus on making the choices that are best for yourself and your loved ones.
No matter what you or your loved one’s needs or stage of life, we begin by sitting down together so we can understand the full picture.
At this meeting we will cover your options and preferences, explore any concerns you and your family may have, decide who needs to be involved in making decisions and look at what assets, cash flow, estate planning, financial commitments and outcomes we need to consider.
Everyone has unique circumstances and goals, and by starting out with a full consultation, we can then create an individual Aged Care Strategy Paper to help you make the right decisions.
Once we have a clear and detailed picture of your individual circumstances, we will create an Aged Care Strategy Paper which will clearly set out your options, offer guidance around which financial planning structures may be suitable, help you prepare for your government financial assessment, and understand what fees may be payable.
This paper will help guide you through the range of decisions to be made and give you clarity and confidence that you have a thorough understanding of your options.
Once you and your family have made some decisions, we will negotiate on your behalf and assist you in accessing benefits and entitlements.
We’re here to support you with further estate planning or when your family needs change. Our relationships and long standing support of the Central Coast aged care community means we can offer recommendations and connect you to services you may find helpful.
We can help you find new or alternative services when your care needs change, update addresses with all relevant government bodies when you move, and advise you when changes in entitlements may affect you. Our focus is on providing you with the right information at the right time, so you can focus on supporting your family through a time of transition.
Our team will help you plan for your future, whatever may lie ahead, and offer you a clear view of your choices so you can stay in control.
I have been a client of TBA Financial Services since 1998 moving then to the Central Coast. First looked after by Tony Brownhill, Sarah’s father, until his sad and sudden death in 2004. He was a truly lovely man. Sarah then managed to take on the responsibility of the entire business. I felt immediately safe and at ease with her, still do thus have never looked back. I look forward to my appointments and feel totally confident my Superannuation is in excellent hands.
Not being completely okay with world financial markets myself, when Sarah offers her suggestions/advice it’s a great comfort to be so reassured that my monies are being cared for by such a knowledgeable person with such expertise. I am always welcomed with warmth walking into her office: a warmth which only increases during our meetings. Sarah’s interest in me is not limited to my financial affairs. I always feel comfortable enough to share other parts of my life during my time with her. What a feeling to know all of me is important to her. We have had many laughs over the years and I always leave feeling better for my visits.
Having such confidence in Sarah Hall leaves me feeling not only secure with her but also important to her. Knowing, at any time, I am able to phone re any and all concerns I may have re my finances I believe I am in the best hands possible. Her staff also friendly and welcoming have me believing nothing is ever too much trouble.
Knowing now that Sarah also specialises in Aged Care Financial Planning is of great comfort to me. She has seen me through my mid working years to my retirement a few years ago. I now know she will continue to guide, advise and walk with me through my ageing years when that time comes. I feel totally safe and secure in the hands of Sarah Hall. It’s a truly wonderful feeling.
Pauline Vial……..July 2018.
The guidance, support, understanding and care Sarah Hall and her team at TBA Financial Services have offered our family has been invaluable. Our existing investments have been managed and financial direction provided as we journey through moving into permanent residential care allowing our family peace of mind now and into the future. Graham & Judith Walshaw