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Kelly Wealth Services

Dream Big with Confidence

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Aged Care Advisory Service

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This is often an emotional and unfortunately complex situation within a rapidly changing environment.

  • Whether considering options for yourself or deciding how best to help someone close to you, aged care is a complex area and requires careful thought.  The uncertainty surrounding where to move, how much it will cost and where the money will come from can be overwhelming and stressful.

Our service can help you understand the steps you need to take, where to find answers and how we can help you make an informed decision.

We are happy to give you the knowledge and tools to proceed or can hold your hand and be with you through each step

  • There are typically three steps you need to take before moving in to an aged care facility.

Step #1 Approval

Step #2 Find a Home

Step #3 Organise your finances

  • Brent Cerutti has years of experience in this area and is one of only a few financial planners in our region who is an Accredited Aged Care Professional.

Next steps

Call us 07 40 41 20 55 or click below, to discuss how we can assist you.  The first conversation is on us!

Complimentary Consultation

Your complimentary initial meeting is obligation free and a great opportunity to meet our Planners and discuss your goals.

Both Planners have been specializing in helping clients retire for over 20 years.

Come in for a chat……we’d love to meet with you.

 

Other Useful Links

Australian Government website operated by the Department of Social Services, provides useful information about Aged Care Services.

Search for local aged care homes using the ‘Aged Care Homes Finder’.  The Aged Care Homes Finder lists useful information about services, costs and compliance.

My Aged Care Website

IMPORTANT INFORMATION

YFG Cairns Pty Ltd (ABN 55 628 589 211) trading as Kelly Wealth Services is an Authorised Representative of Your Financial Guide Pty Ltd under Corporate Authorized Representative Number 1273675. Kelly Wealth Services advisers are authorised representatives of Your Financial Guide Pty Ltd ,ABN 63 628 588 938 and operates under Australian Financial Services Licence No. 511377.

NGFS Lending Pty Ltd (ABN 35 600 762 721) trading as Kelly Wealth Lending Services is an Authorised Credit Representative #475036 of Acceptance Finance Pty Ltd ABN 62 953 405 689 and operates under Australian Credit Licence #391715.

General advice and general educational information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness to your objectives, financial situation and needs. By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website. 

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CONTACT DETAILS

P:  07 4041 2055

E:  admin@kellywealth.com.au

A:   Suite 7, Florence House
Level 2, 26 Florence Street
Cairns QLD 4870

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