If you or a loved one are considering a transition to an aged care facility, there are several important financial and planning considerations to address.

At ODV Private Wealth, we provide guidance to help you navigate the aged care process and make informed decisions during what can be a challenging time. We can assist you in understanding the financial implications and structuring your assets to support your preferred care arrangements.

Our Aged Care Planning Services Include:

• Guidance through the Aged Care Assessment Team (ACAT) process

• Structuring assets to help maximise eligibility and flexibility

• Advice on Refundable Accommodation Deposits (RAD) and Daily Accommodation Payments (DAP)

• Evaluating combinations of RAD and DAP to suit your financial situation

• Planning strategies to protect assets and support future estate outcomes

The way aged care fees are structured can significantly impact your financial position and the benefits passed on to your family. Our role is to help you understand your options and create a strategy that supports both your care needs and your long-term financial goals.

Plan Ahead for Aged Care

Book an Aged Care Planning Consultation
Call (08) 8352 2522 or Book Online