Aged Care Advisory

As part of our Financial Planning division, our experts can provide Aged Care Advisory services. We provide a cost-effective solution to help you understand your options and the associated costs, and we can help you navigate the red tape. Our clients enjoy increased confidence in their choice, reduced stress about the process, and benefit from the best possible financial solution.

Our services

Our services are designed to build upon each another to provide you with a comprehensive and seamless experience. The initial consultation is $600 and additional charges are discussed as requested.

  • Consultation to help you understand the Aged Care landscape, your specific options and the applicable costs
  • Using a fee calculator, we analyse your projected cash flow position and identify any shortfall so that we can propose any strategies needed to improve your financial situation
  • Help with any Centrelink-related administration
  • Ongoing support while in Care to help deal with the Care provider and/or Centrelink
  • Provide a strategy document outlining cash flow scenarios for various options.
  • Product and investment advice

The benefits

Personalised advice from an experienced Advisor who has helped numerous people and families with their Aged Care needs, helping to reduce stress and uncertainty around the topic

Greater understanding of the various components of Aged Care so you can make informed decisions with confidence

Clarity around the various Aged Care fees and which maybe applicable to you

Advice on how you can most-effectively manage your new cash flow requirements once in Aged Care

Assess any impact on any Age Pension you receive

Help with identifying strategies to fund aged care costs, reduce care costs and possibly improve Centrelink entitlements

Assistance with Centrelink and Care provider paperwork, which can reduce overwhelm

Confidence that you have an experienced person in your corner who knows both all the available options and your personal situation well

Who we help

  • People who are exploring their Aged Care options
  • Families who are seeking to help a parent transition to Aged Care in the most financially effective way
  • People looking to structure investments to support their increased costs when entering Aged Care