Navigating the Future with Confidence

Aged Care Services & Planning

Assessment of Care Options

Government Support and Benefits

Fee & Payment Structuring

Asset and Income Testing

Supporting Your Wellbeing with Comprehensive Aged Care Solutions

Aspiram Financial Planning’s Comprehensive Aged Care Service.

Aging is a natural part of life’s journey, and planning for this phase with confidence and clarity is crucial for ensuring a secure and comfortable future.

At Aspiram Financial Planning, we understand the complexities and emotional weight that come with planning for aged care.

Our commitment to excellence and integrity sets us apart. As fully accredited Aged Care specialists, we combine our deep technical knowledge with extensive practical experience to offer a holistic approach to aged care planning.

Our services are designed to address every facet of aged care, from financial considerations to personal wellbeing, ensuring that you or your loved ones receive the best possible care.

Specialized knowledge and continuous research.

At Aspiram Financial Planning, we pride ourselves on staying ahead of the curve. Our team is equipped with the latest insights and technical research, allowing us to provide innovative and effective solutions tailored to the evolving landscape of aged care.

We begin with a comprehensive assessment of your current financial situation, health status, and personal preferences.

This foundational step allows us to craft a customized plan that addresses your specific needs and goals.

Whether you are planning for yourself or for a loved one, we provide guidance on everything from government entitlements and benefits to the selection of care facilities and services.

Why Choose Us?

Expertise You Can Trust

Aged care planning is a complex field that requires specialized knowledge and continuous research.

Tailored Financial Strategies

One of the most significant concerns when planning for aged care is the financial impact.

Assessment of Care Options:

We help you understand the various care options available, including in-home care, residential aged care, and respite care.

Government Support and Benefits

We provide detailed information on government entitlements such as the Aged Care Assessment Team (ACAT) assessments that can alleviate financial burdens.

FAQ

Frequently asked question.

What is the main focus of Aspiram Financial Planning's aged care services?

Aspiram Financial Planning provides tailored financial advice for aged care planning. Our services focus on offering expert guidance on financial strategies, government entitlements, and structuring fees and payments for aged care services. We do not provide direct care but help clients navigate the financial aspects of aged care to ensure a secure and comfortable future.

How does Aspiram Financial Planning help with aged care financial planning?

We offer personalized financial strategies to manage the costs of aged care. This includes assessing various care options (in-home, residential, respite care), providing information on government support and benefits, structuring fees and payments, and guiding clients through asset and income testing to optimize eligibility for benefits.

What makes Aspiram Financial Planning different from other aged care advisors?

Our commitment to excellence and integrity sets us apart. As fully accredited Aged Care specialists, we combine deep technical knowledge with practical experience to offer a holistic approach to aged care planning. We integrate considerations for physical, emotional, and social wellbeing into our financial advice.

What ongoing support does Aspiram Financial Planning provide?

We offer continuous support and advocacy throughout the aged care planning journey. Our team is always available to provide guidance, answer questions, and adjust plans as circumstances evolve. We ensure that your financial plan remains aligned with your changing needs.

How does Aspiram Financial Planning ensure the holistic wellbeing of clients?

We believe that aged care planning is not just about financial security but also about holistic wellbeing. Our approach includes considerations for physical, emotional, and social health, providing resources and support to help clients maintain a high quality of life, fostering independence and dignity.

"I first met Roger while collaborating on securing a commercial property. Over time, we developed a strong professional relationship, and I have entrusted him with many of my clients. As a seasoned financial planner with decades of experience, Roger’s expertise and transparency have made him an invaluable resource for me. I highly recommend him!"

Scott O’Neill

"Roger, Averylle and the team at Aspiram were fantastic to deal with, very professional and knowledgeable, I would recommend anybody looking to discuss their financial needs in regard to transition to retirement, super and insurances to contact the team."

Andrew Carter

"Roger Sousa has been our financial advisor for many years now. Roger and his team at Aspiram Financial Services are very professional, knowledgeable, trustworthy, caring and friendly. Roger's advice is always well received, and we know we can look forward to reaching our financial goals with confidence. Thank you Roger and Team!"

Sylvia B