Supporting your aged care journey
At Morrows, we understand that planning for residential aged care is a significant and often emotional decision. With decades of experience, we are here to guide you and your family through the process to ensure it is as seamless and comfortable as possible.
Our approach reflects our philosophy, “Your financial future, tailored your way.” From the initial discussions to implementing a tailored strategy, we focus on your unique needs and goals.
A Comprehensive Approach to Aged Care Planning
Navigating aged care involves many decisions—financial, emotional, and practical. Being prepared with a clear strategy reduces stress and allows you and your family to adapt to a changing environment with confidence.
Our Aged Care Financial Advisers can assist you by:
- Facilitating family meetings to open discussions about options and preferences.
- Exploring concerns and addressing them collaboratively.
- Providing expert advice to help plan and select the appropriate care for your lifestyle and budget.
- Structuring your finances to support aged care while maximising your estate and Government benefits.
We offer an impartial perspective, developed through years of experience working with families in similar situations.
Key Steps in the Aged Care Journey
Our advisers provide support at every stage of the process:
- Planning and Preparation: Understanding your needs and exploring options that suit your lifestyle.
- Evaluating Options: Guiding you to seek an evaluation (ACAT/ ACAS assessment) to assess needs for home or residential care.
- Financial Planning: Reviewing your financial position, estate plans, and strategies to cover costs while maximising benefits.
- Transitioning: Helping you transition to care by reviewing service agreements and explaining their financial impact.
- Ongoing Support: Adapting your financial and estate plans as circumstances change.
Take the First Step with Morrows
Planning for aged care can feel overwhelming, but you don’t have to do it alone. At Morrows, our experienced advisers provide compassionate, expert guidance to help you, and your family make informed decisions.
Contact us to find out how we can support you through this important transition.
Want to learn more?
Complete the form below to download and access our Aged Care Planning Guide.