Aged Care – Plan early and know your options

Financial Planning for Aged Care, Assisted Living, Retirement Village or Nursing Home

Download our FREE eBook that discuss the often taboo subject of Aged Care. This could be for your Parents, yourselves or even your Grandparents. Knowing the financials of the array of choices is one that critical to get right. Seek advice.

Start the discussion

Almost unlike any other area of life, this stage is one most people don’t have deep and meaningful discussions about especially with those that will be most affected. In addition, because of the complexities the time that this does get discussed there usually an urgency and the emotions can get the better of you.

Aged Care Ebook Content

  1. Aged Care – Plan before it’s too late
  2. Aged Care – What are the Chances?
  3. The Rise of Aged Care
  4. Aged Care Advice Now and for Your Future
  5. Planning for Aged Care No Matter What Your Age
  6. Retirement Villages vs Aged Care
  7. Aged-Care Accommodation Bond
  8. Choices Determine Quality of Life
  9. Plan Ahead
  10. Next Steps

Get your Free eBook

Here at Blue Lantern we’ve decided to take the subject head-on and while we think you’ll find this eBook of help, we’d like to encourage you come and see us.

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Property

Whether you are looking to buy your first (or 10th) investment property or a family home; we can advise you on the “why” and “how” of buying property. We can also help with advanced property investment strategies including commercial real estate and buying a property within a Self-Managed Superannuation Fund (SMSF). Learn more

Superannuation & SMSF

We start with an analysis of your current super, explain your numerous options and then work with you to tailor a long-term plan that’s right for you. Advice strategies can include a range of contributions, tax minimisation, cost reduction, super consolidation, performance maximisation and specialist SMSF options. Learn more

Retirement

Whether you are already retired, in transition or just planning ahead, we can help you make the most of your resources by helping you to formulate a tax-effective investment strategy that caters to your lifestyle needs; taking into account Centrelink eligibility and estate planning concerns. Learn more

Estate Planning

Ensuring that your wealth is transferred according to your wishes, in a smooth and tax-effective manner, is key to your peace of mind. We can help you to plan for your dependants with efficient tax and ownership structures, revision and monitoring of your estate plan and income planning. Learn more

Insurance

Building your wealth is just as important as protecting it. Illness, injury and death all have a significant impact on both your family and finances. We can help to make sure that you look after yourself and your loved ones with an assessment of your financial risk and implementation of a tailored risk-management package. Learn more

Lending

Whether you are seeking to refinance your existing loans or are looking at using new debt to fund either personal, business or investment goals, we can assist by assessing your borrowing capacity, advising on loan structures, shopping around for an appropriate lender and making sure you have access to the most competitive interest rates. Learn more

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