Get To Know Your True Financial Position
Aged care decisions begin with understanding the role that funds play in the future for you and your family. Our specialist advisers are here to help you manage assets, expenses and estates to ensure your wealth is safe and secure. Once we’ve helped establish your true financial position, we’ll determine what your aged care options are, and explain them to you in a clear and understandable way. Our advisers are experienced professionals who’ll know how to structure your finances to make the most of your hard earned assets.
You Focus On The Move (We’ll Take Care Of The Financial Worries)
Going into aged care can be daunting but we’ll make it easier for you. We can take care of all the paperwork; submitting important forms correctly and on-time. We can also handle fee negotiations too, ensuring the best possible outcome for you. Accessing the right aged care facility depends on a number of factors like budget, eligibility and the level of care required. There’s a lot to think about so let us handle the difficult things while you concentrate on the important move.
Here’s what some of our clients have to say….
"Our adviser has been wonderful to work with in guiding us through all the challenges, steps and hurdles relating to the financial aspects of placing our parents into an aged care facility… Without his kind attention, the difficulties we faced would have been so much greater."− Ted Crawford
"I just wanted to write and thank you and the team for helping us through the nightmare of finding an aged care home for Mum, and showing us how we could afford a place so much better than we’d thought remotely possible. The support was life-saving, and the financial advice was perfectly pitched for my brothers and me.""− Karen Forster & Family
Our Team Is Second To None
Our Aged Care Financial Services Advisers use their expert knowledge and first hand experience of the aged care system to model each personal financial strategy.
Our #1 goal is to ensure you come out on top.
Our specialist advisers help people to optimise pension entitlements and reduce aged care fees. We work to structure finances, so that aged care costs are affordable now and sustainable into the future, giving you peace of mind and professional support every step of the way.
How we can help…
Personalised 60 Minute Consultation
A qualified financial adviser will clarify the aged care rules, regulations and fees in a personalised appointment at one of our offices, or if preferred, in a secure Online meeting.
Asset and Income Assessment Forms
We’ll help you complete your Centrelink Forms to ensure they’re correct, for faster and easier processing
Issue Discussion Paper
Focussed discussion paper highlighting common impacts and options under current aged care legislation and funding structures. Does not include recommendations.
Full Written Statements of Advice
We’ll provide you with a complete customised written plan that includes expert advice and recommendations. It contains full analysis, detailed recommendations, and cash-flow projections in a compliant professionally prepared document.
We can provide ongoing support should circumstances change after entering care; and we will work with your accountant or general adviser to ensure everyone caring for you understands your wishes, aged care options and agreed plan.
Design & Delivery of Custom Training
Professional staff training on the financial aspects of residential aged care.
Your aged care journey starts with a 60 minute personalised consultation
We’ll save you a lot of stress and put your mind at ease in just one consultation. To request an appointment, simply enter your details below and we’ll contact you.