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.

Most popular questions...

More questions...

  • Why did People’s Choice partner with BT?

    Historically, People’s Choice Credit Union has used multiple service and product manufacturers to provide financial solutions for our members. Given our size, the decision was taken to use this scale to secure a competitive fee structure for our members’ superannuation, investment & insurance needs.
    We will also benefit from BT’s experience more broadly in terms of working in partnership with a large financial institution as we continue to build a stronger Credit Union.

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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.

The information above is not intended to constitute financial advice and does not take into consideration your personal objectives, financial situation or needs. Before deciding whether a financial product is appropriate for you, you should obtain and consider the Product Disclosure Statement (PDS) for the product, and all other relevant documents, and consider obtaining financial advice. You can speak with a People’s Choice Financial Planner to obtain further information, financial advice or copies of the PDS for any financial product we distribute or make available. Contact us on 1300 132 982, or email fpsupport@peopleschoicecu.com.au to make an appointment.

People’s Choice Credit Union, a trading name of Australian Central Credit Union Ltd ABN 11 087 651 125 (People’s Choice), acts under its own Australian Financial Services Licence (AFSL 244310) and Australian Credit Licence (ACL 244310). In Western Australia, our Financial Planning is 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 or liabilities of People’s Choice and are not guaranteed or supported by People’s Choice.

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