Aged Care

Planning to enter aged care can be a confusing and stressful time for you and your loved ones. Without support you might be faced with a rushed decision that results in unsatisfactory accommodation and/or a less than optimum financial outcome.

Rest assured, our advisers are here to help with:

  • financial advice on how keeping or selling your home will impact your aged care fees, Centrelink benefits and cash flow
  • setting up an easy-to-understand investment strategy that suits your family’s circumstances
  • making the most of any government entitlements

We can also refer you to an aged care consultant who can help you compare, choose, and apply to aged care facilities.

Book an appointment with our friendly aged care adviser today.

Request an appointment for Aged Care

Latest insights

You may have seen the headlines about the collapse of the Shield and First Guardian Master Funds. It’s a confronting story, with almost 12,000 Australians affected and over $1.2 billion of retirement savings gone. Many only found out only when a letter arrived saying their super had vanished. It’s the kind of thing that makes all of us stop and check our own arrangements.
You’re retired and you’ve set yourself up well financially. You have no debt, no job to lose, no (or little) taxable income, no kids eating your fridge out and ready access to capital. You’re the envy of every financially stressed 40 year old with years of pressure head of them; possibly your own children. You wonder how you can help but you don’t want to just hand over cash without a purpose, and you also don’t want to create dependency or expectations.