Skip to content
Your Financial Advisors with a view on the future

Aged Care

How do I ensure security and peace of mind as I age?

Aged Care can be a stressful time of life for a family.  Decision making is often placed on the shoulders of children, or at the very least they are heavily involved, and it can be a very difficult time.  Naturally the health and wellbeing of loved ones entering care is the priority but the financial decisions that need to be made in conjunction can be daunting.  Rules are complicated and cross over with potential Centrelink entitlements so having an expert in your corner can be valuable.  This is where we come in.  We have over 15 years’ experience in this area helping families navigate the system and ensure their loved one’s financial position is secured for the rest of their retirement years. 

Our aged care advisers can help you understand and evaluate the true cost of care and its impact on your financial position by:

  • explaining the financial impact of the relevant fees and charges and determining those that are applicable
  • ensuring that you maximise entitlements to government pensions and claim everything that you are entitled to receive
  • develop a plan to ensure your money will last, allowing you to afford care in the long term
  • presenting you with the options available so that you can make an informed decision
  • complete all relevant government forms and check accuracy upon completion

Click here to access our free aged care guide or reach out if you have any specific questions.

Our Team is here to guide you:

Aged Care Related Articles