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Financial Balance Group

Aged Care - Preparing for the Aged Care conversation

As your loved one starts to consider residential aged care, the transition can seem overwhelming. This can be a difficult time for all involved and filling out forms or obtaining documents may be the last thing you want to do.

However, your financial adviser can help. Whether the first conversation with your adviser happens before, during, or even after making the transition, they can help ensure your loved one’s needs, both financial and emotional, are being fully considered.

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To prepare for your first conversation, there are several pieces of information they may require. This guide splits this information into five main areas.