Aged Care Strategies
Discover how to guide clients through aged care planning by developing tailored strategies that address funding options, government subsidies, accommodation costs, and financial structures. This section covers means testing, Centrelink/DVA entitlements, estate planning considerations, and cash flow management, ensuring clients receive the best possible care while protecting their financial wellbeing. 🏡👵✅
4 articles
Digital Advice - Aged Care Strategies - Home CareLearn how to recommend government-subsidised home care services for clients who want to age in place.
Digital Advice – Aged Care Partial RAD & DAP StrategyLearn how to use the Aged Care Partial RAD & DAP Strategy in AdviserLogic Digital Advice to recommend a flexible combination of part Refundable Accommodation Deposit and part Daily Accommodation…
Digital Advice – Aged Care Rent Home StrategyLearn how to use the Aged Care Rent Home strategy in AdviserLogic Digital Advice to retain a client’s home and generate income to fund aged care costs.
Digital Advice – DVA Pension StrategyLearn how to prepare and document a DVA Pension recommendation using AdviserLogic’s Digital Advice module.