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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

11 September 2026

Donating to your kids

Will Chapman
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.
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21 August 2026
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Fear of Running Out of Money in Retirement: How Australians Can Retire with Confidence

Brenton Miegel
One of the biggest concerns facing Australians approaching retirement is the fear of running out of money. Financial experts have even coined a term for it: FORO (Fear of Running Out). While this anxiety is understandable, research suggests that many retirees may be more financially secure than they realise. By understanding the factors that influence retirement income and longevity, Australians can make more informed decisions and enjoy their retirement with greater confidence.
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