We have offices in Sydney, Melbourne, Perth, Brisbane, Adelaide, Canberra, Hobart and Newcastle

Aged care

This is a complex area of financial planning and time intensive with important ramifications for our clients and their families. We assist our clients that have worked with us on an ongoing basis navigate this area including understanding the unique expenses associated with accessing aged care services and funding (including government funding).

Life is a journey, it is unpredictable

How that journey unfolds for each person varies considerably. We use our experience to help you to make better financial decisions in unpredictable times and to ensure that changes in your circumstances, health crisis, divorce, inheritance, investments, are taken into consideration.
image-service

Understanding Aged Care Options

Aged care decisions are crucial and can be overwhelming. We provide clear, compassionate guidance to help you understand the various care options available, ensuring your or your loved ones receive the care they deserve in their later years.

image-service

Financial Planning for Aged Care

The financial aspects of aged care are complex but crucial. We assist in planning for aged care costs, helping you navigate government support, and private funding options to secure the best possible care without undue financial strain.

Frequently asked questions

Consider factors like location, care services, facility reputation, and personal preferences. Visiting potential facilities and consulting with aged care advisers can also help in making an informed decision.

Aged care funding can come from personal savings, government subsidies, and other financial products designed for aged care. It’s important to understand each option’s implications and eligibility criteria. There is a registration process with the Government, which assists in organising the financial options that are available.

Start by assessing the potential costs of care and explore funding options. We provide tailored strategies for our clients to manage these costs effectively.

Aged care agreements outline the services provided and their costs. Reviewing these agreements with a legal or financial advisor ensures you understand the terms and your rights.

Our other services

Superannuation Investment and Portfolio Construction

Learn More

Superannuation and Wealth Accumulation

Learn More

Debt Management

Learn More

Pre-Retirement Planning

Learn More