Aged Care Financial Advice Lithgow

AGED CARE ADVICE

Making the decision to place your loved ones into an Aged Care facility is never an easy one and often times it’s the family’s responsibility.

Wollemi Wealth Management knows how difficult the process is, where do you start? Who do you see? Will we have to sell the Family Home?

Taking away the confusion allows you to focus on your loved ones, while we work with Centrelink and the Aged Care facility to make the transition as smooth as possible.

Wollemi Wealth Management simplify the aged care discussion into six key areas and outline some of the main discussion points:

Unsure about moving into aged care? We can help simply the process with easy to understand aged care financial advice.

Consolidating my super was so much easier having someone take care of it for me. Now having just one fund, it’s a lot easier to see my balance grow.
Michael NMelbourne
First it was just Mark’s Super, it was an easy choice to consolidate my super and let Mark manage it as well. We’re saving on fees and with little kids it’s great to have our Financial Adviser come to our home for meetings.
Mark & GemmaWallerawang
Mark has been there every time when we needed him, our whole world changed when I lost my job, the transition to Retirement was seamless and now we are enjoying our life together and we know our Pension is well looked after.
Wayne & Shalene M.Lithgow
We really enjoy dealing with Mark, he’s always looked after us and we trust him. That’s an important quality we felt from the start.
Nigel & Joy H. LlanarthBathurst
"It was awful when Mum & Dad went into Aged-Care, I didn't know who to ask, who could help me? Luckily I discovered Mark was an Aged-Care Accredited Specialist and it really made it so much easier. He help me navigate the fees and explained it to me in a way that it was easy to understand, I'd recommend Mark to anyone"
Deb GrantLithgow
I felt very confident that Mark was handling my super. Very professional and prompt. I felt reassured following his advice on all my financial situations. Pleasure to be doing business with him.
Jason Russell