Getting started with aged care planning

Understanding the process before important decisions are made

Beginning the aged care journey can feel unfamiliar and overwhelming. Understanding how the system works, what decisions may arise, and how financial considerations apply can help reduce uncertainty and pressure.

Having the right information is key to your financial success. Let us teach you how to apply this information to make the right financial decisions specific to your individual needs and requirements.

Do you have a need to make a decision about aged care?

Here is a simple guide for getting on top of your aged care needs.

Residential care

How to find and choose a place

Residential care

Plan ahead with your documents and CentreLink

Residential care

Plan ahead with your estate planning

Who do we help

Retirees planning ahead

Adult children/family acting under a power attorney

Partners within a couple

Professionals supporting aged care clients

Our services

  • Aged care financial strategy and cost planning
  • Government entitlements and aged care fee assistance
  • Aged care placement support and negotiation
  • Aged care coordination and family guidance

Do you need help understanding your situation?

If you would like guidance applying this information, please get in touch to discuss your circumstances and arrange an initial assessment to understand what applies to your situation.  

…helping you to make the right decisions