Aged Care

The transition into aged care can be a stressful, emotional time for you and your loved ones. From understanding the expectations and requirements of the assessment process to navigating through the accommodation options, fees and Centrelink/DVA implications, the complex aged care landscape is often overwhelming.

The good news is that there’s help available, so you don’t have to face it alone.

As financial planners with specialist accreditation and expertise in aged care, we can take the worry and guesswork out of managing your aged care requirements. We have the insight, resources and strategies to ensure you have the right information to make informed decisions throughout the process.

Our approach is compassionate, holistic and tailored to your needs, giving you the reassurance that you and your loved ones are in safe hands at every step.

 Our Aged Care Services

We’re experienced in and qualified to help you with:

• Strategies to fund accommodation payments

• Financial modelling of multiple care options

• Review and planning of tax implications

• Maximising government pensions

• Minimising aged care fees

• Understanding aged care