Complex Comprehensive Advice, Negotiation, Documentation, Implementation, Facilitate ACAT, Centrelink and Nursing Home. Assist with Relocation, Removalist, Pet Accommodation and Extra Services.
Face to Face or Skype meeting. Meet and Greet, Review of current situation, identify multiple Issues for attention, Understand the client’s Personal Health, Capacity and Family Circumstances, Review Estate planning, Comprehensive Information Session, Identify and Agree on Scope of Advice and beginning Strategies, Provide information on Financial Planning Services fees and charges. Identify Family agenda, Identify Client Goals and Objectives, Topics discussed include; Budgeting and cash flow strategies, Home Care Packages and In-home care options, Lifestyle options, Retirement Village advice, Consideration of legal documents, Estate planning circumstances and Strategy Opportunity, Centrelink and Department of Veteran Affairs, Assistance with understanding cost of entry to a Residential Aged Care Facility, Explain Residential Accommodation Deposits (RAD/Bonds,) and Daily Accommodation Payments (DAP), Provide information on aged care fees and charges, Assistance to understand and complete the Combined Assets & Income Test forms from (Centrelink) Dept. of Human Services and the Admission forms for the Aged Care Facility. Complete a comprehensive Fact Find, Budgeting Strategies and recommendations, Cash Flow illustrations, Residential Aged care strategic advice, Financial Product recommendation, Investment advice and portfolio construction, Assistance with admission to a Residential Aged Care Facility, Assistance with the Admission forms for the Aged Care Facility and any Financial Product applications. Retirement adequacy 'Gap' analysis and Strategy, Age Pension Application/Update and/and Assistance with Combined Assets & Income Test forms from (Centrelink) Dept. of Human Services, Investment advice and portfolio construction, Completion of any Financial product applications, Identify and document a comprehensive set of multiple appropriate complex Strategies and recommendations and alternatives with a Statement of Advice (SoA), Facilitate ACAT Assessment, Engage on clients’ and Family’s behalf with Centrelink and Nursing Home, Negotiation of RAD and DAP, Implement any Financial Product recommendations, Post implementation review, Portfolio review schedule and ongoing management determined and agreed, Assistance with sourcing a Residential Aged Care facility, Arrange removalists, storage etc, Rehousing of pets via Angel Paws Inc, Nursing assistance with move, Assistance to review and complete all documentation including Combined Assets & Income Test forms from (Centrelink) Dept. of Human Services and the Admission forms for the Aged Care Facility. Assistance with entry to a Residential Aged Care Facility, Multiple follow up meeting(s), Three months follow up (full service).
$4,750 + GST