Aged Care Services

We provide assistance in finding a suitable "Assisted Living" or "Independent Living" option in an Aged Care Accommodation Facility or Retirement Village.

Price Financial Intelligence (PFI) has successfully assisted many clients in moving from their family home into village life. Our aim is to make the transition to retirement an easy and hassle free experience for our clients. Our director and his family currently reside in a local retirement village and he understands the options available to ensure the right outcome. It is important to understand your options and how they work, where government assistance is available and where the cut off points are. You will only ever do this once in your life and you must get it right as your future happiness depends upon it. We have the expertise when it comes to planning for retirement and providers of assistance in aged care services.

Other Optional Aged Care Financial Services:

Centrelink Pensions - We provide assistance in preparing age pension Centrelink applications and representing you in relation to any Centrelink reviews and questions.

Aged Care Assessment Team (ACAT) - We arrange for and attend all ACAT assessments and assist with documentation prior to your admission into your selected "Assisted Living Aged Care Facility".

Estate Planning - We arrange for a solicitor to prepare "Enduring Powers of Attorney" and "Enduring Guardianships" and Wills as required. At your option, we are prepared to act as your joint attorney, joint guardian and joint executor together with a family member to ensure your wishes are followed in an appropriate manner. Where we act, we always engage a solicitor to apply for probate and we call a meeting of all beneficiaries to ensure an open process with full disclosure.

Income Tax Returns - Our accountants will visit you to collect any documents required to prepare your income tax returns as required.

Investment Services - We understand that many older Australian's are not risk takers and we can offer many options that control risk and protect your capital. PFI invests our client's funds in direct investments such as Term Deposits and quality Australian shares. We are very conservative and we don't like losses either. Thus, we are one of the best choices for those looking to invest and manage their retirement savings.

Bill Paying Services - We can arrange for all your regular accounts to be paid via a direct debit arrangement and your credit or debit card to be paid automatically on the due date. For our investment clients, we will monitor your bank account to ensure that you have sufficient funds to meet these expenses.

Home Visits - We provide home visits for clients living within 10 km radius from our Thornleigh Office.

For stress-free retirement planning Thornleigh and suburbs throughout Sydney, Price Financial are here to help you and your loved ones.

Any questions, click here Or call (02) 9875 2444

Professional finance assistance for aged retirees in Thornleigh, Normanhurst, Westleigh, Pennant Hills NSW.

Relax and rest easy with Price Financial Intelligence.

Have a Question? Book Your Free Initial Consultation

Whether you're looking for advice and assistance at the start of your career or transitioning to retirement, our expert team offer a free initial consultation aimed at helping you reach your goals efficiently and cost-effectively.

General Advice Warning

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.

Price Financial Intelligence Pty Ltd. Established 36 years.

Australian Financial Services Licence 402367