1300 364 650

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DMFS Financial Advisers is a financial planning practice focusing on retirement planning, wealth accumulation and aged care.

Checklist

DMFS Financial Advisers

Checklist

Careful planning and professional advice can take some of the emotional and financial stress out of transitioning a loved one into an aged care facility.

There are a number of critical elements that will need to be taken into consideration when planning for aged care and the following checklist highlights the important information which is required when the time comes.

Personal Information
Current financial situation

This relates to the individual or ‘resident’ who will require aged care in the future:

What other assets are held? (including shares, investments and assets)
Are there any outstanding debts?
Considerations for aged care
Estate Planning
An experienced professional can help you with many of the above questions. Helping to best structure assets, manage ongoing expenses and help with the transition to this next stage.

Contact us on 1300 364 650 or email us at david@dmfsfinancial.com.au for more information.
contact

Level 8, 350 Collins Street

Melbourne VIC 3000

1300 364 650
(03) 8672 0287
david@dmfsfinancial.com.au