Financial advice that helps you plan with confidence
When a loved one’s care needs change, the financial decisions can feel heavy. How do you afford the right care without eroding lifetime savings? What happens to the family home? Are you making the best choices emotionally and financially for everyone involved?
Australia’s aged care system can be complex, but the right aged care financial planning can restore clarity and control.
Our financial advisors help retirees and families navigate the emotional and financial crossroads of aged care — from understanding government fees, aged care funding options and aged care costs to structuring assets, managing cash flow and protecting wealth for the next generation.
Whether you’re planning ahead, helping your parents transition, or already managing aged care fees, we’ll help you make confident decisions that protect both wellbeing and financial security.
Australia’s aged care system is undergoing major reform, changing how care is assessed, funded and paid for. While these updates to aged care legislation and fee structures are designed to improve transparency and fairness, they also bring new layers of complexity for families.
From revised means testing and income thresholds, to new accommodation payment models and definitions of care levels, the financial implications can be significant. These shifts affect everything from your eligibility for government-subsidised aged care to how your assets, including the family home, are assessed when entering care.
Our advisors stay across every policy change and legislative update so you don’t have to. We’ll help you understand what the reforms mean for your situation, model potential aged care cost impacts, and structure your finances to preserve both flexibility and choice.
Because when the rules change, the right aged care financial advice matters more than ever.
Our experts in aged care financial advice can help you understand your options and how to fund your care so you can move forward with confidence.
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