Aged Care Advice

For clients who want personalised information regarding what your specific costs will be moving into Aged Care, what impact this could have on your Age Pension, and what position your Estate will be in at the end, we offer a Financial Blueprint to give all this information in an easy to understand personal report. 

This report is a cost-effective way to understand the personal impact of Aged Care options to help individuals and families make the right

decision for your needs and wants. 

You can then move forward on your

Aged Care journey together with your chosen Residential facility.

$2,200 - single

$2,475 - couple

For clients who want recommendations on the best path into Aged Care and how to maximise your Age Pension entitlements and net assets to the Estate, we offer specific aged care advice through a formal Statement of Advice which will consider all of this as well as other impacts to the family at a later date. 

This includes a review of all existing assets including Superannuation, and ensures you maximise your position and minimise your fees in Aged Care. 

$5,830 - single

$6,710 - couple

In addition to the personalised Aged Care advice, our Implementation service takes as much of the stress off you as possible by taking control of the recommended strategies and liaising with all parties involved - from the Real Estate agent selling the family home, to the Bank, the Aged Care facility for payment of RAD/DAP, superannuation funds and more. 

We essentially act as the Project Manager, giving you one

point of contact to deal with, making the process quicker and simpler.

$7,260 - single

$8,800 - couple