Forbes Fava Financial Planning Services

Forbes Fava Financial Planning services the needs of Melbourne, Geelong and the Surf Coast.

Aged Care is a complicated area to fully understand. There is a lot of information to sift through and the conversation is sometimes a tricky one to approach. At Forbes Financial Planning we help to make navigating aged care easier for you and your family.

The financial issues of aged care are complex and you need to obtain an accurate understanding of the facts as they apply to you and your unique needs. Getting a basic understanding of what forms to complete, when to complete them and where to send them can be a difficult path the navigate.

The best financial strategies and options will depend on your specific circumstances, objectives and situation. When you know all your options, it’s easier to make decisions for you and your loved ones.

As a certified Financial Planner (CFP), Cameron Forbes holds the highest designation in financial planning, coupled with commitment to the highest ethical standards. 

How we can help
We will help you cut through the vast amount of information that is available online, government departments and well meaning friends and neighbours. We will focus on highlighting the information and issues that are important to you and your specific financial situation.

 Cameron can expertly assist you with: 

• Understanding the Aged Care Application Process
• How Aged Care fees and charges work
• Funding your accommodation deposit
• Completing means tested assessments and estimating your payments
• Paperwork for Centrelink, DHS and DVA
• Representation to government departments and aged care facilities as a third party
• Your Age Pension eligibility and the impact your decision making has on your entitlements
• Tailoring a Financial Plan that meets your objectives
• Financial guidance on whether to sell or retain the family home
• Preserving assets and investments
• Cashflow, asset protection and estate planning strategies that match your expressed wishes
• Financial strategies that can improve your financial position
• Ongoing support and advice.

Our fees are easy to understand, so you know exactly what you are paying for.

Your first discussion at Forbes Financial Planning is obligation free. Contact Cameron Forbes now to arrange a consultation.