Two Natural Ladies interview Rosie Bouton from WePlan Financial who offers a unique service for families and the elderly dealing with the minefield of ageing and ‘what’s next’.
Rosie worked for Services Australia (CentreLink) for 13 years and during that time worked predominately with carers looking after a family member. These carers give up a lot to look after a loved one keeping them safe and with dignity
Vicki and Jo discover Rosie’s passion. She could see some cracks in the system and so she started her own business We Plan to support people trying to navigate the aged care system. It is difficult and daunting for everyone involved. And it is such an emotional time.
Rosie’s procedure when someone ask for help is:
· 5-10 minute chat about what’s going on
· A longer session collecting more information
· A strategy document – with options and guidance
· Ideally Rosie wants to speak with the elderly person but often due to circumstances it is the families
Two Natural Ladies learn that Rosie does need comprehensive information about the elderly persons finances as the system is means tested
Ideally people would plan for their future care needs which means that things are not rushed. But unfortunately people tend to leave it till that critical time. None of us want to end up in “one of those places”
Jo shares some of the things that her and her parents are going through at this time and how lucky she is that her parents are forward thinking. Rosie reiterates it is better to plan as it gives the elderly the control
Once Rosie is engaged by the family she can assist with all aspects of what’s next. AND give people the choice – “Choose Your own Adventure’! (Retirement village, Stay at home, Aged care facility, Granny Flat in the back yard) This takes that stress away from dealing with lawyers, all the paper work etc - Rosie helps with the gambit of logistics
Understanding the Government system puts Rosie in a unique position. She doesn’t charge for her initial hour and will never let someone struggle no matter what their financial situation.
Advanced care planning and putting the decisions of future medical planning into the hands of the elderly is her aim. Rosie shares a wonderful story about a Vietnam vet where she was able to give him what he wanted – to stay at home. She saved the family $1,000’s as well!
Financial benefit a lot of loop holes with this systems complex and specialist area – will save you financially.
Rosie’s commitment is to keep the power in the hands of the client and assist them in their choices.
What a wonderful service and a wonderful woman
For more information you can call Rosie on 0408 457 722 and www.weplanfinancial.com.au
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Video production sponsored by Nurture Queen Videos https://www.nurturequeenvideos.com