Aged care

Navigating the current aged care system can be a confusing experience, particularly with the recent changes. We are able to provide expert guidance and aid with your (or your family member's) transition to assisted living.

We have helped many older Australians develop strategies to maximise their finances for the different stages of residential care. We can also help you by providing advice on the preservation of your assets for estate purposes.

Some of the aged care service we offer are:

  • General educational consultation - A general meeting with us to discuss the process of entering residential care – including an overview of the rules, regulations fees and charges involved.
  • Centrelink assessement forms - We can assist with the process of your centrelink financial assessment.
  • Complete advisory service - We provide you with full written advice with our recommendations, analysis and forecasting.  We also provide you with options for a number of different scenarios.