Get your Free Aged Care Guide

Call us today!  0408 787 478

Aged Care doesn't

have to be hard...

Early planning and good advice can help minimise the

stress for you and your family

Let us guide you through the financial steps

Aged Care Financial Solutions

The Gift of Helping

Preparing the way for yourself or a loved one to enter residential Aged Care can be a difficult and stressful time. Completing the necessary meetings, paperwork and requirements whilst dealing with the emotional upheaval of changing your or your loved ones existing lifestyle can take its toll on the entire family.

But you don’t have to face it alone…

Getting Professional Financial Advice can allow you to smoothly navigate this process, receiving the support you need to create effective financial solutions that provide peace of mind and a favourable lifestyle for you and your family.

Have you prepared for your Aged Care needs?

Questions we can help you with..

  • What upfront costs will I need to pay?

  • How much will I pay for ongoing care?

  • Can I keep my home or is it better to sell it?

  • How do I maximise my social security benefits?

  • How can I afford to pay for ongoing care?

  • Will I have something to leave for my family?

  • How much tax will I need to pay?

How we can help

We understand that Aged Care by its nature can often mean decisions need to be made in a hurry and that's why we support you through the whole process from receiving an aged care assessment to choosing the best options to pay for accommodation.

We will work with you to define and create a plan tailored to your circumstances so you can make an informed choice about leaving something for your loved ones, while still being able to find the right aged care support for yourself or family.

​​We can also discuss your options in relation to selling your family home and managing other significant assets, as well as your entitlements to a government pension and other benefits 

Value of Aged Care Advice

The value of professional Aged Care Financial Advice is to obtain clarity and guidance on suitable options and to remove uncertainty, avoid pitfalls and get clear direction.

  • Informed decisions about your options including the role of the family home

  • Understand the decisions and actions needed to secure the appropriate level of care

  • Ensure your Estate Plans reflect your wishes

  • Provide confidence and peace of mind

  • Avoid unintended consequences to your finances

Let us help you make the right financial decision for when:

  • Planning ahead for your own aged care

  • You urgently need to find a residential aged care placement for yourself.

  • A parent or close relative requires residential aged care.

Getting Professional Financial Advice can allow you to smoothly navigate this process, receiving the support you need to create effective financial solutions that provide peace of mind.

For Specialist Advice on your situation, book your complimentary consultation today!

Meet your Aged Care Financial Advisor

Harry Kalaitzoglou

Principal of Waypoint Aged Care Financial Advisory

B.Sc, Adv Dip (FS), JP, Fellow Chartered Financial Practitioner (FChFP) 

Harry is a qualified Financial Advisor with over 15 years experience in the financial services and financial planning industry where he worked as a Financial Advisor .

He started Waypoint Financial in 2011.

Harry understands that growing older can bring challenges that may be hard to prepare for. Whether you’re considering home adaptations, at home care or residential care, Harry is passionate about helping older Australians adapt to changes in their lives with confidence and comfort. Harry will guide and support you through the processes and paperwork needed so you are fully informed and able to make the right choice for you and your family. 

"I love developing strategies that give people the best financial outcome. By minimising the financial and emotional stress, families can concentrate on supporting their loved one during this confusing and difficult time."

Accredited Aged Care Professional™ 

Harry  is an Accredited Aged Care Professional. This accreditation identifies advisors with specific knowledge and skills to provide Aged Care Advice.

Testimonials

"Harry is a caring man who supported us through a difficult time. He has a wealth of knowledge which guided us through the Aged Care maze in a timely and stress free manner. He was able to work out how to maximise Centrelink benefits, reduce costs into Aged Care facilities and make informed investment decisions."

Joe & Maria

"We were very fortunate to be recommended to Harry when we were in urgent need of an Aged Care Financial  Advisor. 

We would like to thank you for the work you did in helping our family to make an informed decision about Mum's financial position and future care. Your advice was clear and concise and gave us the confidence we needed during this emotional time."

Con & Joanne

"We had many concerns as our Father's situation was very complex. Harry was extremely supportive and personable and guided us through the whole process. He explained his financial strategies clearly and simply without all the complicated jargon.  He made us aware of all our options and always had our family's best interests at heart. 

Charlie & Deb

Your Aged Care Journey Starts here

Harry invites you to ask him questions about your current circumstance. Helping a parent or friend move into care is never easy. Let him help you remove the confusion by giving you clear answers to your questions

 

Harry will put your mind at ease in just one consultation.

To make an obligation free appointment, simply enter your details below and Harry will contact you.

Contact Us

a: Level 4, Suite 4.03, 75 King St, Sydney, NSW, 2000

p: 0408 787 478

e:  harry@waypointfinancial.com.au

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Website by Waypoint Aged Care Financial Advisory  © 2019 Waypoint Aged Care Financial Advisory (ACN 154 322 773) | Authorised Representative 414724 under Australian Financial Services Licence 234665.

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