Aged Care Planning

Reg Leis Financial Services can help you achieve a quality outcome when it comes to Aged Care Planning.

We provide Aged Care advice to help you through this sometimes difficult and complex time when you or a loved one are entering Aged Care. We provide advice on the financial implications of going into care, and how to help you minimise the costs whilst getting the most out of the entitlements available to you.

Aged Care Advice

We provide professional advice to:

  • Give you a clear outlook at your financial situation now, and once you or your loved one have entered care. This includes managing your cash flow now and in the future

  • Make the right decision in regards to the family home

  • Help you understand the accommodation costs applicable to you and how to best fund this

  • Maximise your Centrelink entitlements in order to assist with the cost of care

  • Liaise with Centrelink and complete the required forms

How can we help?

Our job is to help you understand how the aged care decisions you make can affect your financial position and how long your money will last. Let us take some of the worry out of this decision by helping you understand the key issues and develop a tailored plan to achieve your desired outcome.

To discuss Aged Care Planning or Aged Care Advice for yourself or a loved one, Contact Us to make an obligation-free appointment with one of our financial advisers today. More Details on Aged Care here.

> Request an Appointment

I have been a client of Reg Leis Insurance for three years now. Reg is probably one of the most patient businessmen I have ever dealt with. If he cannot give you an answer right away, he always gets back to you with the information.

George Isaac, Zesty Edibles

Your Trusted Partners

Providing professional Aged Care solutions since 1968

As a long term family business, we understand what it takes to build a great business and we’re passionate about helping protect your business and personal assets. Our expertise covers a broad range of risks and industries, meaning you get the benefit of professional insurance and financial advice, personalised service and solutions for your specific needs.

Fill out the form to arrange for one of our Insurance or Financial Experts to contact you to discuss your specific Aged Care needs.

Alternatively you can call us on:

(07) 5482 7485

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See how we can help you

We are committed to understanding your needs and focused on providing you with quality advice, personalised service and tailored solutions to help you make informed decisions about protection for your assets, income and lifestyle.
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