Picture this… you are living in your family home of 40 years, you don’t want to move anywhere else. Then you have a fall and can no longer take care of yourself in your own home. Rather than being forced into a care facility or situation that is not your ideal for you or your family, let us help you plan towards options that do work for you.
We are an Accredited Aged Care Professional and our planning process talks you through the options that are available to you
By having the knowledge and foresight we can help you find better solutions than those that may be presented if you did not do your research prior to needing the service.
We can advise on structuring your assets, investments and superannuation for tax effectiveness and flexibility.
Aged care is a complex and expensive process. Usually the family home of the aged care entrant is their major asset and required to be used as payment for a deposit into the aged care facility. There are so many questions that arise from this situation that we can help you make the best choices with the risk management and your asset protection.
The government has schemes set up to assist people with aged care however it can be a complicated and overwhelming process that we can assist you get the most from.
There are a huge number of aged care facilities out there and the things to think about when deciding on the right place for your loved one are infinite. We can help you with the answers to questions that you may have when making these decisions and questions that you may not know you should to ask.
Find out how to plan and make the best decisions for aged care – call us today!
Barry Wilkinson from SW Brokerage shares his views on how Wealth Depot supports professionals with making better financial decisions.
David Shillington shares his views about how Wealth Depot helps Parents and Families navigate and make better financial decisions.
“Sebastian is a very knowledgeable financial advisor, his professionalism and thoroughness in areas in helping clients to achieve the outcome their after is very unique. I can’t recommend Sebastian’s services enough for anyone looking for his services.”
“Sebastian has always been a strong advocate in providing people with the knowledge to manage their finances. In an environment that regularly changes it is often very difficult to make accurate decisions pertaining to your finances and superannuation. I have found that Sebastian is approachable, can break down a lot of the finance tech talk to layman’s language and then assist you with options depending on your goals. I always feel confident that he is in the ‘know’ and able to react quickly taking advantage of changing legislation. He is both friendly and professional with a high level of customer service/support. I have no trouble recommending him to anyone serious about staying in control of their finances.”
“I have been using Wealth Depot Financial Advisers for the last two years. I have worked directly with Sebastian Mazza and have always found him to be available for any queries – no matter how small they are. He never hesitates to explain something again to me if I have not fully understood any processes. He deals with any issues in a very timely manner. I would recommend him for anyone seeking financial advice.”
At Wealth Depot we work in closely with many different service providers to help our clients remove complexity and better improve their understanding of financial products and services. Today, I would like to introduce one of those specialists to discuss how this process has provided benefits to our clients. read more