MISSION
“Empowering Australian families that are five years or more from needing aged care, with factual information and options, that can prevent the family home from being sold to pay for aged care accommodation fees”
Introducing Tony de Kort of Estate Planning & Aged Care Entry Solutions. With 40 plus years of experience in financial, property, share market and estate planning services. He provides a “facts and options only service” to those who want to forward plan possible entry into Aged care in Australia, in the next five years or longer. We empower with facts and options only and have no opinions on what consumers should do about aged care. Our government encourages people to make their own financial decisions once in possession of the facts related to their circumstances (ASIC regulation 244b).
Aged care finance rules are sometimes daunting, complicated and forever changing. One of the first options presented to our clients is the “do nothing” option as per government published guidelines. This option alone has led to family homes being sold to pay for a room in aged care and sometimes unwittingly crushes previous inheritance intentions. Don’t become another statistic of “doing nothing” - book a free 15 minute no obligation chat with me.
Career Background
Financial Services
After 12 years of employment with a big four bank and then their finance company, I knew I could offer a far higher standard and quality service to consumers than these corporations had offered.
I commenced my own financial services business in 1989 in South East Queensland and 15 years later received an offer for it to be taken over and accepted.
Consulting & Book Release
After leaving the business , I was offered several positions including consulting within a Brisbane City CPA Accounting firm, two other financial services companies and a Queensland based investment group. In 2013, the book “Your Will Your Way” was published by me as a consumer guide urging people to complete their estate plans correctly, while also paying attention to will challenges.
Real Estate
From 2014 I worked as an employee of a major Real Estate Brand - especially in auctions and rentals. My final role with this company was as Business Development Manager for rentals. In 2017 I then joined another privately owned property investment company as a consultant to assist their clients understand and implement property investments, both with direct investment and superannuation.
Estate Planning & Aged Care Entry Solutions
2014 was also the year that enormous and complex financial changes to residential aged care entry were introduced by the Australian Government. These changes meant consumers could actually lose their homes to pay for aged care entry if they did not plan correctly.
Additionally, another dynamic emerging from these new policies, was the possible severe negative impact on any existing wills or estate planning wishes.