Planning for aged care involves careful financial consideration. Solomon Forman begins by assessing the financial position of the person entering care, then creates detailed financial modelling to explore various strategies and their outcomes.

This includes examining how different options will impact aged care fees and the Age Pension. He presents the results clearly in a comparative report, with tables that make it easy to see the differences between each strategy. The report also includes projected cashflows for each scenario, helping you make well-informed decisions.

Solomon Forman is an authorised representative of Forman Financial Services Pty Ltd, the holder of an Australian Financial Services Licence (AFSL). As such, he can assess whether the use of financial products may improve the outcome and, where appropriate, incorporate this into advice provided in the form of a formal Statement of Advice.