Welcome to Summerset Care by summerset

Welcome TO SUMMERSET CARE

Care at Summerset Summerset is a business that was founded on care. 2

It was the vision of our founder, John O’Sullivan, to create a retirement community that his own parents would be happy to call home. A place that puts the respect for its residents at the heart of everything it does. This philosophy continues to guide us today.

Summerset opened its first retirement village in Wanganui in 1997. Since then we’ve grown to become one of the country’s largest and most respected operators in the retirement village and aged care sector. We have retirement villages around the country, offering fully independent living and a variety of care options. Over 7,500 New Zealanders have chosen to call our retirement villages home, and we think that’s pretty special. In 2020 we were recognised and accredited as a Dementia Friendly organisation by Alzheimers New Zealand. We are really proud to help people living with dementia get the best out of life. Summerset villages are designed and built for their environment, so facilities may vary — but they often include a Divine Café, communal lounge with a large screen TV, piano and pool table, library, and a hair and beauty clinic based in the village centre. Most villages also have a bowling green, swimming and spa pool, and an exercise room.

And if you’re keen to get involved, there are activities and events to keep you busy. Our on-site Activities Coordinator and Diversional Therapist make sure we offer activities that cater to a wide range of resident interests and abilities. And there are always opportunities to head to the shops and local community attractions, as well as further afield, in our Summerset courtesy van.

Wherever you live in a Summerset village, you’ll have access to a range of community facilities, activities and events.

“The carers are just wonderful. They pop in and have a little chat. I do appreciate that.” MURIEL, SERVICED APARTMENT RESIDENT AT SUMMERSET BY THE PARK

Care you can trust 4

If you’re looking for extra care and support for yourself, a friend or family member, you can be confident that a home in a Summerset village may well be the right choice for you.

Professional dedicated staff • Staff onsite 24/7 once the village centre is completed, meaning you’re assured of a response if you need to use your call bell system • Trained professionals who are passionate about aged care • Resident centred, friendly, staff focused on delivering the highest quality care • Should you need care of a type that is available in our care centre, you have priority to transfer (subject to availability), so you can stay in the community you love

Continuum of care • Almost all of our villages include a continuum of care, from independent living homes to serviced apartments, through to a quality care centre

Dementia Friendly accredited • Many of our villages cater to residents living with dementia and we have been accredited by Alzheimer’s NZ as a Dementia Friendly Organisation

Ease of transfer within the village • Easy transfer between homes should your needs change, with no further capital outlay usually required • As a resident you have priority over nonresidents to transfer to the care centre (subject to availability)

Experienced and trusted • We have been operating retirement villages and aged care centres since 1997 • More than 35 villages and growing • Over 7,500 residents call Summerset home

Continuum of care From independent living to our care centre

At Summerset should your needs change you can access support to assist you. Summerset villages are designed so that as your needs change you can generally access different levels of support to help you. We call this our continuum of care. You can have confidence of knowing that you can increase your level of support as your needs change. While living in a villa, townhouse, cottage or apartment we can provide support with the likes of cleaning, meals and some personal care. These can be provided as one offs or as a package.

Support and care

Should you need a higher level of care we can generally provide rest home-level care into our serviced apartments and up to hospital-level care in our Health New Zealand certified care centres. We also offer specialist dementia care in some of our villages. Care can vary between villages please see page 24-25 to see what care is available at villages. You can be reassured that our care centre residents are supported by a wonderful team of carers, nurses, kaitiaki and village staff who truly bring to life every day our core value of bringing the best of life.

Villa, cottage or apartment

Serviced apartment

Care centre

Memory care centre

Fully independent services A range of services as required

Supported living packages Home help and meals, three packages to choose from

Rest home care Meals, person-centred care and nursing support

Specialist dementia care** Meals, person-centred care and nursing support

Hospital care Meals, person-centred care and nursing support 24/7

* Rest home-level care can generally be provided in serviced apartments. However, there may be circumstances where your care needs mean this is not possible. ** Excludes psychogeriatric care (specialist hospital level dementia care)

Independent living with services Services when you may need them

“We’ve made instant friends; there is a real sense of community here.” RAEWYN, RESIDENT AT SUMMERSET AT HERITAGE PARK

If you need support, there is a range of packages and services available in our independent living homes.

Some of our services include;

Our homes are designed with our residents and accessibility as a priority. Full of smart and safe living features to ensure our residents have peace of mind and a safe environment to call home. We also offer support in our villas, townhouses, cottages and apartments should you need a little bit of help to continue living independently.

• personal shopper

From time to time life may mean you require oneoff services or to receive some on a regular basis.

• cleaning • laundry • driver • meals • personal and nursing assistance and more. Should your needs change, our residents get priority to transfer into our serviced apartments, care centre or memory care centre, (where they are offered in the village and subject to availability), where you are able to receive higher levels of care. This is our continuum of care philosophy.

Serviced apartments Best of both worlds

Independent living with some support

Conveniently located in the village centre, with easy access to village facilities and village life, our serviced apartments are a perfect home where we can support you to maintain your independence. Serviced apartments have been designed to provide a comfortable and modern apartment style living full of features and support making them an easier, safer and more enjoyable home for our residents. Serviced apartments offer a double bedroom, a spacious separate living area with kitchenette, storage and an ensuite including accessible shower, grab rails and slip resistant floor. It is your home to furnish with your own furniture and belongings.

Our serviced apartments come with packages that means we can provide support so you can get on with enjoying village life, while we take away some of those daily chores such as laundry and cooking meals. We require you to maintain a service package that best suits your needs, giving you more time to do the things you enjoy and time to spend with those you love. If you need a bit more support we generally are able to provide rest home-level care in our serviced apartments.

There are many benefits to living in a serviced apartment Make your home your own You can put your own stamp on your new home with your furniture and your favourite pictures on the walls.

No more worries about maintenance and upkeep We’ll look after any maintenance to your apartment (other than damage beyond fair wear and tear) so you don’t need to worry about it.

Help just the push of a button away Serviced apartments have a call bell in case you need help from one of our friendly care staff. Call bells are monitored 24/7.

Supported living and care options Our Supported Living and Supported Living Plus options are available within a serviced apartment, providing a range of options to support and suit you. If you need a higher level

of care, rest home-level care can also generally be provided in our serviced apartments (subject to your care needs).

Ministry of Health Certification The majority of Summerset serviced apartments are certified by the Ministry of Health to provide rest home-level care.

A serviced apartment could be right for you if you: • Want to downsize and move to a warm, modern home • Are living independently at the moment, but would feel more confident with support close at hand • Want to retain your independence and minimise moves between homes should your health deteriorate • Wish to remain independent, but need support or active management of medication • Have been assessed as needing rest homelevel care

There are various costs you’ll need to pay when you first move into a Summerset serviced apartment, while you live there and when you leave. Before moving in you will pay:

While at the village you will pay:

When you leave you will receive:

A deposit.

A weekly fee.

A licence payment.

A fee to cover your service or care package.

Your repayment sum, which is your licence payment, less the deferred management fee and any outstanding charges

Any fees for user-pays services you choose to receive e.g. internet and phone. This fee is based on what you use. Note: you may be entitled to a Government subsidy for rest home or hospital-level care.

SUMMERSET SURE GUARANTEE If you decide that Summerset life is not for you, then you can activate your Summerset Sure guarantee. This means if you decide 90 days after moving into your serviced apartment that Summerset isn’t right for you, we’ll refund your licence payment without deducting the deferred management fee.

Summerset care centres Across Summerset care centres we have a range of care options, with nursing care available on site 24 hours a day, seven days a week.

“I helped my mum look after my grandmother, and those days with her were really special. It made me realise I’m really passionate about working with older people. I enjoy working at Summerset as they really care about people, and the staff feel appreciated too.” CAREGIVER TARISAI MUZIRA, AT SUMMERSET AT HERITAGE PARK

Care centre We know that moving into care can be a challenging time so our staff are trained professionals who are passionate about aged care and are there to make the move as easy as possible. Our resident centred model means we get to know you so we can understand your preferences to provide more personalised care. Rooms in the care centre will accommodate a comfortable chair and other small items of furniture. Sky TV and a phone can be added at an additional cost. Living in our care centres is subject to a NASC assessment determining the level of care required and Summerset being comfortable we can meet your needs

Respite and short term care If you need care while your family is away or while recovering from a hospital stay, you’re welcome at Summerset for short term or respite care. You can stay with us for one day through to a month or longer. You may qualify for respite care funding, contact your Needs Assessment Agency or discuss with the Care Centre Manager.

Understanding the costs of care Care can be paid for privately or be partially or fully subsidised by the Government. The subsidy you are eligible for is subject to asset and income testing and is determined by Work and Income New Zealand (WINZ). A NASC assessment will determine the level of care you require. Payment for care accommodation can vary across our villages from standard rooms where you pay the standard care fee, premium rooms that incur a daily accommodation charge that is additional to the standard care fee and care suites that are available on a licence to occupy model. If you are assessed as needing long term residential care and a private payer the maximum standard care fee you pay is set by Health New Zealand, and the charges can vary region to region. You can talk to your Care Centre Manager about the costs of living in a Summerset care centre – they’ll be happy to answer all your questions and provide full details.

Summerset memory care centre Specialist dementia care

“We’ve found a place we can give mum the dignity she deserves… with the knowledge that mum is taken care of” DELWYN, DAUGHTER OF A RESIDENT AT THE SUMMERSET ROTOTUNA MEMORY CARE CENTRE

Memory care centre Summerset is one of the country’s leaders in next-generation memory care offering specialist dementia care. Our memory care centres provide modern apartment style living with innovative design to create a world-class environment for people living with dementia. Coupled with our resident centric philosophy to improve the lives of people living with dementia our residents enjoy a welcoming atmosphere designed specifically for them. Our unique way-finding, large open communal areas and outdoor courtyard garden provides freedom of movement and independence, perfect for people needing specialist dementia care at risk of wandering. Our generous apartments offer open-plan living in a secure facility, with a separate double bedroom and almost all with a large ensuite. Our friendly and specialist trained staff get to know our residents’ hobbies and interests, tailoring activities to suit their needs.

The diversional therapists ensure our residents are engaged and have a sense of importance each day through personalised activities and programmes. Summerset’s dedication to dementia is evident, being one of the first retirement village operators in New Zealand to be officially recognised by Alzheimers New Zealand as a Dementia-friendly organisation. This accreditation means our villages and organisation have met key standards focused on what people with dementia need now and in the future. Dementia friendly training is completed by all and we are really proud to help those with dementia get the best out of life. See page 24-25 to see which villages offer our memory care centres.

Summerset packages We offer a range of packages in our villas, cottages, apartments and serviced apartments to allow you more time to do the things you enjoy. 18

Supported living 5

Supported living 7

Supported living plus

Provided in villas, cottages, apartments and serviced apartments

Home help • One hour of cleaning every week

• Linen and towels

changed and laundered weekly

• One 5kg load of personal laundry washed, dried and folded three times every week Meals • Standard main meal five days a week

Meals • Standard main meal seven days a week

Meals • All meals; breakfast, lunch and dinner daily

• Morning tea daily

All meals are enjoyed in our dining room

Should you require a higher level of care our care centre may offer up to hospital-level care and specialist dementia care in our memory care centre. All care is subject to a NASC assessment to confirm the level of care required and that Summerset can meet your needs.

Rest home care and specialist dementia care*

Hospital care

Can generally be provided in a serviced apartment or in our care centre or memory care centre

Provided in our care centre

Nursing care • Clinical oversight 24/7

Nursing care • Higher level clinical care led by our nursing team, 24/7. Designed for residents assessed as needing hospital-level care 19

Diversional therapy • Daily activities and entertainment for residents individually and in groups

Home help

Home help • Daily cleaning

• Daily cleaning • Linen, towels and personal laundry washed, dried and folded

Personal care

• Assistance with dressing and getting ready for the day

• Linen, towels and personal laundry washed, dried and folded

Personal care • Assistance with dressing, getting ready for the day and mobilising if required

• Medication supervision as required • Assistance with bedtime routine • Assistance with showering

• Medication supervision • Assistance with bedtime routine • Assistance with showering

Meals

Meals • Nutritious meals; breakfast, lunch and dinner

• Nutritious meals; breakfast, lunch and dinner • Daily morning and afternoon tea along with a supper service Delivered to your room or serviced apartment, or served in the dining room

• Daily morning and afternoon tea along with a supper service Delivered to your room or served in the dining room

*Specialist dementia care is only provided in our secure memory care centre at selected villages.

Making the decision to move into a retirement village and choosing the right level of support and care can be difficult. So it’s important to get the best information and seek the right advice.

• Involve your family and friends in your decision

• Get independent advice from a lawyer, ideally with experience in retirement village matters

• Talk to your GP or other health professionals about the level of care you may need

• Talk to the Care Centre Manager or Sales Manager about living in a Summerset village

If you’re considering rest home-level care, hospital-level care or specialist dementia care, there are a few further things to think about. 1. NASC needs assessment

3.Resident Admission Agreement

If you have an age-related disability which is likely to continue for more than six months and makes it hard for you to do what you should be able to do on your own, you are eligible for a NASC needs assessment.

If you’ve been assessed as requiring rest home-level or hospital-level care, we’ll let you know immediately whether or not there’s a place available in the village of your choice, or if there is a place at another Summerset village nearby.

This looks at how much and what kind of assistance you need to live comfortably, as well as taking into account what you want from life, your resources (including friends and family) and your physical abilities. You may have already received a NASC assessment, but if not, the assessment request can be made by the person needing care or by a family member, friend, GP, district nurse or carer. To find out more about the NASC needs assessment process, you can download a copy of “Needs Assessment and Support Services for Older People — what you need to know.” from the Ministry of Health website (www.health.govt.nz)

Once you’ve made your decision, we’ll talk you through our Resident Admission Agreement. This legal document sets out the responsibilities of both Summerset and the resident, and the conditions on which you can stay with us, and must be signed prior to you receiving care.

4. Occupation Right Agreement If the room you are moving to is sold under a licence to occupy, you will also need to enter into an Occupation Right Agreement with us and receive independent legal advice from your solicitor.

2. Obtaining a subsidy If you have been assessed by the local Needs Assessment Service Coordination agency ( NASC) as needing aged care, you may be eligible for a residential care subsidy. WINZ will look at your assets and income and based on these, work out how much you have to pay towards the cost of your care. For more information about the residential care subsidy, visit the WINZ website (www.workandincome.govt.nz).

Costs of rest home and hospital care vary from village to village. You can talk to your Care Centre Manager about the costs of living in a Summerset care centre — they’ll be happy to answer all your questions and provide full details.

No doubt you’ve got questions Making a move to one of our villages is a big decision, and of course there are areas where you’ll want more details. These are the things we get asked about the most. If you have any other questions, please just ask the Sales Manager or Care Centre Manager.

Q: What levels of care do you offer? A: We offer a continuum of care in most of our villages, from individual services and service packages to rest home and hospital care. Some of our villages also provide secure specialist dementia care. There are some types of care that we don’t provide, such as psychogeriatric care and certain types of medical care. Care is subject to Summerset being comfortable that we can meet your needs. If you require a level of care that we don’t provide, or if we do not feel we can meet your needs, we will do our best to assist you to find an alternative provider who offers the care you need. Q: When is care available in a village? A: Care is available once the village centre is open. Q: Can I move between homes within the village? A: Absolutely. Our continuum of care model means you have priority to move between homes or into the care centre if your needs change (subject to availability) and with no further capital outlay usually required. Q: Do I need a package with my serviced apartment A: Yes, you must purchase and continue to maintain a service package with Summerset for your serviced apartment.

Q: What happens if I need care and the care centre is full? A: It is uncommon that we do not have care available. If we are unable to provide the care you need, we will work with you and your family to assist you in finding a room at another facility. Q: Do I have to pay anything to transfer? A: You don’t have to make any capital outlay to move between an independent home and a serviced apartment, memory care apartment or care suite within the same village. Ask your Sales Manager for more information about this. A transfer admin fee of 2% of the licence price for your new home will apply if you choose to transfer between homes of the same type (e.g. serviced apartment to serviced apartment). However, the transfer admin fee does not apply if you transfer to a higher level of care within the same village, such as from a villa or apartment to a serviced apartment or the care centre. Q: Does Summerset guarantee residents a place in its care centre? A: Summerset residents have priority access to our care centres over non-residents. Access is subject to there being an available room in the care centre and Summerset being comfortable we can meet your needs. However, we are

generally able to accommodate residents and it would be rare for us to be unable to find you a room. Q: What happens if you cannot provide the care I need? A: If we are unable to provide the care you need, we will work with you and your family to assist you in finding a room at another facility. Q: What are the charges for my care room A: There is a daily charge set by Health New Zealand, which varies between villages and regions. For some rooms there is also a premium daily charge. You also need to pay for any user pays charges like Sky TV, phone or internet. There are some premium care rooms where you are able to pay on a licence to occupy model. Q: What happens if I change my mind after moving into my serviced apartment A: Our Summerset Sure 90-day moneyback guarantee means that you will get a full refund without any deduction for the deferred management fee if, on the expiry of 90 days after taking up permanent residence, you decide that Summerset is not for you (some conditions

apply). The only costs you may have to pay are any costs you have incurred for legal advice, together with the weekly fee and care or services charges and any other outstanding charges. The Summerset Sure 90-day money back guarantee does not apply if you pass away or leave for health reasons. Q: What happens if I change my mind after moving into my memory care apartment or care suite? A: Our Summerset Sure 30-day moneyback guarantee means that you will get a full refund without any deduction for the deferred management fee if, on the expiry of 30 days after taking up permanent residence, you decide that Summerset is not for you (some conditions apply). The only costs you may have to pay are any costs you have incurred for legal advice, together with the weekly and care or services charge and any other outstanding charges. The Summerset Sure 30-day money back guarantee does not apply if you pass away or leave for health reasons.

Q: What are the specific care types provided at each village. A: This table shows the levels of care provided at each of our villages as at August 2023. Care is subject to a NASC assessment and Summerset being comfortable that we can meet your needs. Region

Location

Village

Northland

Whangarei*

Summerset Mount Denby

Auckland

Warkworth

Summerset Falls

Hobsonville

Summerset at Monterey Park

Ellerslie

Summerset at Heritage Park

Manukau

Summerset by the Park

Karaka

Summerset at Karaka

St Johns*

Summerset St Johns

Milldale*

Summerset Milldale

Hamilton Fitzroy

Summerset down the Lane

Hamilton Rototuna

Summerset Rototuna

Taupo

Summerset by the Lake

Cambridge*

Summerset Cambridge

Katikati

Summerset by the Sea

Papamoa Beach*

Summerset by the Dunes

Napier Greenmeadows

Summerset in the Bay

Napier Te Awa*

Summerset Palms

Hastings

Summerset in the Orchard

Havelock North**

Summerset in the Vines

Waikato

Bay of Plenty

Hawke’s Bay

Support and Services Package

*Available once the village centre is open. ** The care centre is currently under refurbishment and is temporarily closed

Rest home care

Hospital care

Specialist dementia care

Region

Location

Village

Taranaki

New Plymouth Vogeltown

Summerset Mountain View

New Plymouth Bell Block*

Summerset at Pohutukawa Place

Wanganui

Summerset in the River City

Palmerston North

Summerset on Summerhill

Levin**

Summerset by the Ranges

Paraparaumu

Summerset on the Coast

Kenepuru

Summerset on the Landing

Aotea

Summerset at Aotea

Trentham

Summerset at the Course

Waikanae*

Summerset Waikanae

Lower Hutt*

Summerset Boulcott

Nelson

Summerset in the Sun

Richmond

Summerset Richmond Ranges

Wigram

Summerset at Wigram

Avonhead

Summerset at Avonhead

Casebrook

Summerset on Cavendish

Prebbleton*

Summerset Prebbleton

Dunedin

Summerset at Bishopscourt

ManawatuWanganui

Wellington

Nelson-Tasman

Canterbury

Otago

Support and Services Package

*Available once the village centre is open. ** The care centre is currently under refurbishment and is temporarily closed

Rest home care

Hospital care

Specialist dementia care

Come 26

and see for yourself We aim to make sure you have the right home for your needs and situation, that you have the right level of care available now and in case you need it in the future, and that the village you choose is one where you can make the most of the Summerset life. Having helped thousands of people decide that Summerset is right for them and their family, we have some key considerations to make a decision you’re comfortable with: • Talk this over with people who care about you • Get independent advice from a lawyer, preferably one with experience in retirement villages, so that you fully understand your contract • Make a list of the things you’re looking for, now and in the years ahead • Talk to your GP or other health professionals about the level of care you may need. • Talk to the Sales Manager or Care Centre Manager about living in a Summerset village.

*Some terms and conditions apply.

Above all, please come and see us. Spend some time at our villages. Have a coffee in the café and talk to our residents. Check out our facilities. Have a chat to our team. We’re proud of what we offer, and we’re happy to share the Summerset feeling with you. We think it’s very special. And remember, there’s always the reassurance of our Summerset Sure guarantee*.

See you soon AT SU M M ERS E T

0800 786 637 summerset.co.nz

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