YOUR WELLBEING MEMBERSHIP
We provide a plan that gives you a good idea of what the future holds for your care, lifestyle and finances. We give you a good indication of what your care needs are now, and what they are likely to be in 3 years, 10 years and beyond; the kind of care services that would be suitable to meet your needs; and the indicative costs.
We identify what’s important to you in your life, and provide suggestions as to how to still get those things as your care needs increase. We provide you with options to fund your care and lifestyle over the period of time you are likely to need care, and options to take care of your family financially and emotionally.
Our experienced consultant visits you twice to develop a care and lifestyle plan to meet your needs. We have appointed a firm of independent financial planners who create a financial plan to help you understand which options are affordable.
The financial planners work directly with our care consultant to provide you with a realistic assessment of how far your money will go, they lay out the options you have to pay for your care, and to provide for your family and lifestyle, there will be no direct contact between the financial planner and you as the client, and as such there will be no marketing of financial services to you.
Two visits from an experienced care consultant
Financial plan provided by regulated financial planning firm
Current and indicative care needs now, 3 years and 10 yrs and beyond
Recommendations to meet your care needs
The plan includes complimentary six months of telephone and email support through our Care Support Membership