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

I recently read an article in the FPA’s Money and Life Magazine that offered 7 ways to change your money mindset and behaviour for the better and how to feel richer for it and thought I would share them with you:
Australian house prices have declined for the second month in a row in June - and the pace of losses is accelerating sharply. According to CoreLogic's market-leading index, house prices across the five largest cities fell by more than 0.8% (on average) in June following on from a 0.4% loss in May.
For all Age Pensioners and Commonwealth Seniors Health Care Card holders (and other Concession beneficiaries) in SA, now is the time to apply for your Cost of Living Concession if you haven’t already… This year’s Cost of Living Concession is a one off payment of at least $224.60 and Age Pensioners can get up to $449. The application process is pretty simple by entering some basic details online (or via the paper form) but you do need to apply before December 31, 2022 to receive the payment.