Estate Planning

Estate Planning

Accessing aged care services such as a retirement village, home care or residential care doesn’t mean you will have nothing to leave your family.

We will work with you to define and create a plan tailored to your circumstances so you can make an informed choice about leaving something for your loved ones, while still being able to find the right aged care support for yourself or family.

While your family’s finances may differ in terms of investments, assets, whether you own a home and what the home is worth, we know that most people hope to leave a legacy for their family.

We will explore the right approach to enable you to create bequests, and afford services and care to enjoy your retirement.

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Find out how we can help you make the best decision for your future Contact us