Pension and Aged Care

Paul has helped thousands of Senior Victorians to successfully negotiate the complex rules that apply to both Pension Entitlements and Aged Care costs and fees.

Many senior Australians have limited resources to improve their financial position.

Many are on a fixed income, either from Superannuation or the Aged Pension.

Paul will discuss your loan structure and advise whether there may be any pension impact. It is important to consider that a pensioner couple may one day have their pension income reduced  from couple to single rate ( from $1,458 a fortnight to $967.50) should one of them pass away!

Paul will discuss ways you can prepare for this and other ‘Later Life’ expenses.