Aged Care Financial Advice When Your Parents Need It Most
It can be stressful and time-consuming understanding and organising Aged Care options for a loved one. We are passionate about simplifying this process and providing the right level of support.
We can provide you with aged care financial advice and guidance that will allow you to make more informed decisions and ultimately maximise your entitlements.
Transitioning to Aged Care can be stressful. We can help you navigate the process and map out your financial scenarios. Speak with us today to plan the right move for your loved ones and their financial affairs. We have offices in Sydney, Melbourne and Brisbane and can offer online meetings, so you can access expert advice no matter where you are based in Australia.
We are here when you need us.
One time fee for Aged Care Financial Advice.
We Know Aged Care
Personalised Aged Care Financial Advice
Deploy a financial planning
strategy with full insights and protect your family's well-being
Your financial advice will include the development of a payment structure to cover aged care arrangements.
We include long-term mapping of various financial scenarios; including renting or selling the family home, and specialist investment solutions so you can make informed decisions.
We will implement your financial structure with ease, and do the leg work for you!
We take care of implementing the program including administration and execution that includes submission of relevant paperwork [and phone calls] to various groups including Centrelink.
We take the hassle out of the execution phase, so you can take care of the important things.
You can move forward with confidence that our expert team are here to navigate the process for you.
Why Use Us?
Trusted Advice Since 2001
We have helped hundreds of clients realise greater financial security. Offering a holistic approach coupled with almost 20 years of experience, enables us to unlock more options for your families aged care situation.
Fast Turn Around
We understand that aged care can often be unexpected, and because we are the aged care specialists, we can setup a financial structure and solution, including execution, quickly.
Save Tens of Thousands of Dollars
With a tailored strategy developed by one of our financial advisers specialising in aged care, and the right asset structure, you can ensure that your loved ones are setup with a long term plan and reduced financial burden.
A Passion for Aged Care
We have a deep understanding of the emotional stress when organising aged care. We will work with you and your family to structure financial solutions that meet your needs.
How Financial Advisers specialising in aged care and pension can make a difference in achieving your retirement goals.
We have helped more than a thousand families plan for their
aged care and age pension.
“We asked Bill to help us after our elderly mum needed to move from her retirement village into permanent care. The paperwork has been pretty overwhelming, but Bill has been incredible at navigating us through it all. He's been very thorough mapping our financial outlook, has given us workable options to decide on and will help us deal with government and nursing home updating. A huge weight off, knowing he's got our back. I'm very grateful.”