Our specialisations

Aged Care

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Financial Planning Advice Aged Care

Australia’s aged care system is continually changing. Reforms, alongside the complexities and implications of Centrelink/DVA age payments, pensions and taxation legislation can make transitioning to aged care an overwhelming process.

We provide financial planning and advice for aged care that offers financial empowerment for a life of choice and legacy.

If you are planning your aged care or you are helping an elderly relative or friend into to transition to aged care, we can provide information and advice around the options and support you need to make decisions that will suit your circumstances.

There is no one-size-fits-all solution, and nor should there be.  Individual circumstances must be taken into consideration against a range of complex factors and consequences.

We provide information and advice for:

  • understanding the process of ACAT assessment through to applying for a place in an aged care home
  • interpreting terminology
  • aged care living options – Home Support, Home Care Packages and Residential Aged Care
  • your options for funding your aged care – understanding the costs, and help with Income & Assets Assessment.

Key Steps in Aged Care Planning

Many people are unaware of the complex financial matters that need to be considered in relation to aged care planning. This strategy paper outlines how timely and appropriate planning and advice for moving to residential aged care will help you navigate this unfamiliar territory and prevent unexpected financial consequences.

Download Here