Aged Care Advice

We recognise that aged care is a complex issue and requires careful consideration and planning. Our aim is to:

  • Help our clients understand their aged care options
  • Identify the financial implications and affordability of these options
  • Develop the best solution for our clients in light of their situation
  • And provide peace of mind to our clients, knowing that their tailored solution is affordable and the best possible way forward

To do this, our specialist aged care advisers can provide financial advice on the following:

  • Paying for bonds and upfront costs
  • Keeping versus selling the former home
  • Affording ongoing care
  • Maximising social security
  • Gifting
  • Estate planning
  • Asset management

Visit our specialist Aged Care page for brochures and further information.