Qualified Aged Care Advisers
Aged Care advice isn't just looking at what our clients can afford.
We are qualified Aged Care advisers, and we can present cashflow strategies based on a number of scenarios a client is facing.
We support our clients to make informed choices based on a clear understanding of the overall affordability of aged care, as well as any other personal or financial goals they may wish to consider.
We work with Accountants, Solicitors and residential facilities to provide our clients with options. In an industry where regulations and fee schedules change on a regular basis, we can support you and your clients to understand different strategies and the likely impact on aged care fees, social security entitlements and their cash flow position.
Whether you are based in Sydney, Melbourne, Brisbane or elsewhere in Australia, we are here to help.
We Know Aged Care
Our regular newsletter will keep you up-to-date with the latest facts and figures for Aged Care and industry news.
We have helped more than a thousand families plan for their
aged care and age pension.
“Bill has been our Financial Advisor for several years, he has assisted my wife and I in bringing our spending into line, so much so we are now in a good situation. Bill has always been there for assistance with Centrelink, strategies, the latest, investments and a regular newsletter to keep us informed. He goes out of his way to give us advice in all areas of financial planning.”