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

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aged care pre meeting form

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.

Meeting form

Please select if they are a:
Will someone remain in the family home:
Is the individual currently on an aged pension or DVA pension? Please select:
Please select
Will family members contribute to the cost of care?
Do you know how much the aged care fees will be each month?
Will there be sufficient cash flow to meet other personal expenses?
Do you understand the pros and cons of selling the family home, versus retaining and renting?
Do you have a list of prospective care facilities that will match your needs?
Does the individual have a Will?
Is there an enduring Power of Attorney?