Aged Care Planning
Our Approach
Shield Wealth takes a comprehensive and compassionate approach to aged care planning. This involves more than just finances; it’s about preserving dignity, independence, and peace of mind.
Every individual deserves a secure and dignified future and it’s only by planning for aged care that this is assured. Shield’s experienced financial advisors work closely with you to meet your goals .
Suzanne McIntosh at Shield Wealth understands that planning for aged care can be emotionally and financially challenging. So, she provides guidance and support to help you make decisions that truly reflect your personal situation.
Suzanne is an expert in all aged-care-related financial matters and is dedicated to making this complex journey as comfortable as possible.
Committed to helping you make informed decisions for yourself or your loved ones, Suzanne is driven, focused and incredibly empathetic.
Securing a Dignified Future
Planning is key!
A secure and dignified future depends on a plan that addresses potential medical and personal care needs, such as in-home care services, professional care facilities, or specialised medical requirements.
The goal is to plan for appropriate levels of care, while preserving financial health.
The Importance of Planning
Quality of Care
With a well-thought-out plan, quality care is assured. Being in a strong financial position allows you to maintain quality living standards, and reduces stress on family members.
Financial Protection
With aged care costs continuing to increase, planning is paramount. Planning also helps protect your financial well-being.
Peace of Mind
A clear and effective plan is your pathway to achieving ‘peace of mind’. Planning is also the only reliable way to relieve potential financial burdens while ensuring your legacy is protected, and assets passed on to loved ones.
Funding Options
The Shield Wealth team can also help explore funding options, including aged care funding.
Rest assured; we’ll work with you to develop a strategy to help you access the care you deserve.
Reviewing Your Position
As we age, our needs naturally evolve, making it essential to review your plan regularly. With Shield Wealth, you can rest assured that we’ll always keep your plan aligned with your changing circumstances.
We’re Here For You
Shield Wealth is here to guide you through every step of aged care planning.
Contact us to schedule a planning meeting with Suzanne McIntosh. You’ll be in very competent, capable hands.
“I wasn’t sure if I was ready to meet with a financial planner. I’m still young, but I’ve often heard my parents say, ‘Live for today, but always plan for the future.’ My nest egg is small but I contribute to it every pay day. Eventually, I decided to take the plunge and schedule a meeting with Suzanne McIntosh. Instead of making me feel self conscious about my savings, Suzanne was full of praise and made me feel smart, reassuring me that my approach would help me build real wealth over time. I’m so glad I took that step—I’m part of the Shield Wealth team now!”
(We value our client’s privacy however, contact details are available on request)