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Financial Health Check

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We've helped many families through this transition, so you can be confident that we will take the stress and worry away from the process so that you can focus on what's most important...taking care of your loved one and getting on with all other aspects of your life.

We can assist you with all areas of your loved ones entry into aged care, including:
  • organsing the payment of an accomodation bond or an accomodation charge
  • the applicable daily care fees
  • the calculation of the income tested fees
  • minimising these costs and charges where possible
  • planning to make care affordable in both the short and long term

With a Specialist Aged Care Adviser, Harvest wealth can help you make sure that your loved one is looked after in care that is affordable now and in the future.  Email us or call 03) 5021 2212 to make an appointment

Follow the link to complete your financial health check, where you will
  1. Just fill in some basic personal information
  2. Answer each question on a scale of 1 to 4
  3. Finally click on send
We will get in touch within a few days and provide you with an analysis of your Financial Health Check.
There is no obligation on you to act on any of the issues out-lined in the analysis, and it may only be food for thought for your further or future consideration.
This is a complimentary service from us and after our initial contact should you not want to take any further action you can be assured we will not pester you.

Important Information
Financial Wisdom is responsible for financial planning advice provided by me as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of my authority under Financial Wisdom. Financial Wisdom is not affiliated with nor does it endorse other business activities conducted by me.