Our Aged Care Process

The Aged Care system is complicated, expensive and can be overwhelming. We will provide you with a comprehensive analysis of your options, looking at the impact on pension income, assets and how long funds will last. Learn more about our Aged Care Process below.

Step 1

Complimentary Phone call

At OzPlan, we understand that financial planning can be complex and overwhelming. That's why we offer a free, no-obligation 15-minute phone consultation before scheduling your initial meeting with us.

Step 2

Initial Meeting

It all starts with a conversation. In our first meeting, we'll review the initial cost of aged care, based on the details you provide. This will give you an estimate of the funds required for care. We'll also explain how your pension entitlements may be impacted.

Step 3

Customised Options Paper

If there are different strategies and options for you to pay for care, our team will create a personalised options paper. This will identify fees and charges, the affordability of care over the short and long term and the impact on Services Australia entitlements and your Estate.

Step 4

Full advice

If you want us to recommend the strategy to use, we will present you with a personalised financial plan, explaining the strategies and recommendations and answering any questions you may have.

Step 5

Implementation

Once you are satisfied with the financial plan, we will work together to implement the strategies. Whatever this involves, we will guide you through every step of the process.

Step 6

Services Australia

If you would like us to act as your nominee for Services Australia, we can assist with updating Services Australia records, completing and lodging paperwork and following it up. We can be your nominee for whichever time frame suits you.

Step 7

Achieving Financial Peace of Mind

The Aged Care process is complex and can be overwhelming. Our aim is to guide you through this and support you while you adjust to this change in your lifestyle.

Ready to consider available Aged Care options?

Schedule your initial consultation with us today.