Financial & Legal Decisions
We can tick all the boxes for you, ensuring everything is looked after completely, and all necessary medical, legal, benefits and cost factors are taken care of.
The aged care placement journey: Phase 3
Guidance and support is available
There are many aspects to consider to ensure the transition to aged care is completed smoothly and securely. Connect The Dots takes the weight off your shoulders when it comes to navigating finances and legal aspects, ensuring your benefits and obligations – including Services Australia, tax, investments, cashflow and other associated costs – are properly managed.
Financial Advice
Seek a clear understanding of costs
Expertise
Financial planners have the expertise to navigate the complex aged care system, ensuring you make informed decisions about your financial future.
Tailored Advice
They can provide tailored advice based on your specific financial situation, helping you explore various funding options and strategies.
Risk Mitigation
Financial planners can help mitigate risks associated with aged care, such as potential financial implications of selling your home or other assets.
Long-term Planning
They can assist in long-term planning, ensuring that your financial needs are met and that you can continue to enjoy your quality of life.
Jessica Alvers
Kris Martin
Resources
Easy to understand, easy to access and comprehensive.
We connect you to all the information to assist you every step of the way.
Alteris Aged Care Financial Advice Brochure
Alteris Aged Care Financial Advice
Alteris Aged Care Financial Advice
Apply for an Aged Care Assessment
Understanding Income and Means Assessments
What is an Aged Care Assessment?
EPOA Application Form
Retirement Living Explained
What is an EPOA?
More resources for your journey
Finding a Place
Filling in Forms
