BSB 805 050

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BSB 805 050

Aged Care

Understand the next steps of life with Financial Planning

The transition to Aged Care for yourself or a loved one can be an emotional time; People’s Choice Credit Union Financial Planners can help support you through this difficult period with tailored personal advice.

It’s never too early to start making preparations for the transition to Aged Care to ensure the best possible care is available with minimal financial implications.

There are many decisions to be made in relation to Aged Care, such as:

  • The availability and quality of care facilities in your area
  • The required level of care
  • The financial options available, including introductory and ongoing fee structures
  • Assistance in financial assessments
  • The government entitlements that may be available

A People’s Choice Financial Planner can also assist with enquires around Pensions, Investing and Income Streams during this transition.

We understand that the decisions around Aged Care can take an emotional toll on families, which is why we provide an empathetic consultation to discuss all options available.

In addition to specialist Financial Planning advice, you may also need assistance in the following areas:

  • Professional advice on accounting, tax and legal requirements
  • Professional advice from medical professionals regarding medical requirements

Whilst People’s Choice does not offer advice in these specialised areas, we can outline the types of matters you will need to discuss when you meet with these other professionals.

You can enquire about Aged Care online, over the phone by calling 1300 132 982 or by visiting your nearest branch.

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Please call us on 1300 132 982 from 9am - 5pm, Mon – Fri (ACDT) to arrange for a Financial Planner to contact you. Alternatively you can enquire online.

*Response timeframes based on same business day if before 3pm otherwise next business day.

The information on this page is not intended to constitute financial advice.  For full details of the Financial Planning services we offer please refer to our Financial Planning Financial Services Guide (FSG), available from us. You should consider the Product Disclosure Statement (PDS) for the product before deciding whether to acquire it. The PDS is available from us. Any financial product advice on this page has been prepared without taking account of your objectives, financial situation or needs, so before acting on it you should consider the appropriateness of it having regard to those matters. People’s Choice Credit Union is a trading name of Australian Central Credit Union Ltd ABN 11 087 651 125 AFSL 244310. In Western Australia, our Financial Planning services are provided through Financial Solutions Australasia Pty Ltd ABN 36 008 939 599 AFSL 244308 (Financial Solutions), a wholly owned subsidiary of People’s Choice. Financial Solutions is not an authorised deposit-taking institution and its obligations do not constitute deposits in or liabilities of People’s Choice and are not guaranteed by People’s Choice.

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