Financial in Forest Lodge, New South Wales 2037
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Aged care financial advice is a highly specialised field in which most financial planners only have a limited understanding. Alters' specialist lifestyle and care financial advisers are aged care specialists and are highly skilled to assist you or your loved one to make what can be a challenging transition with confidence.
We can provide you with all the information and advice you need to make an informed decision, covering key issues such as, fee structures and affordability of care, correct structuring of assets and income, maximising Centrelink/DVA Pension entitlement, and decisions around keeping or selling the family home.
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My Care Path helps elderly Australians, their carers and families, navigate, select and access the best aged care to meet their needs. Whether considering government or privately funded options, home care, residential aged care or retirement living.Our services include:
An initial conversation to understand your unique situation
Shortlisting aged care services to match your needs
Explaining fees and charges within aged care
Negotiating options and fees as your advocate
Assistance with Centrelink and admission paperwork
Support accessing and understanding ‘My Aged Care’
Please call 1300 755 702 or fill out the contact form below to receive a call back.
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Make a plan, it's a safe bet
Pre-planning your funeral gives you the opportunity to pay in advance and remove the financial burden from your loved ones when it comes time to say goodbye.
Guardian Plan allows you to agree a cost for your funeral at today’s prices, which may save you thousands. And while the price is locked down, you’re free to move. Your Guardian Plan prepaid funeral can be transferred to over 240 locations around Australia.
What are the benefits of pre paid?
A Guardian Plan pre-paid funeral won't only give you peace of mind, it can also save you money with our lock-in price that won't change with inflation. The price depends on what you choose for your funeral. Most people spend around $6,000 - $15,000.
Lock in price
We believe everyone deserves to say goodbye with respect and dignity, regardless of their financial situation. That’s why we’re helping Australians secure today’s prices, for tomorrow’s funerals.
Flexible Payment
While your initial cost will depend on your inclusions, there are no additional fees once you've paid in full. You can pay in full or pay an initial 30% contribution, followed by monthly instalments over 36 months. The choice is yours. Monthly instalment payment is not available for packages, full payment is required at the time of arranging your pre-paid funeral.
Simple paperwork
You can expect a straightforward and quick application process, with no extensive paperwork or health checks required.
Tailor your plan
A prepaid funeral means your loved ones won’t have to worry about making the right decision. It’s a simple way for them to say goodbye in a way that reflects you, your life and your budget.
Pension and entitlements
The Australian Government uses asset tests to determine pension entitlements for a retiree. As Guardian Plan is exempt from these tests, it’s a simple way for seniors to maintain their current age pension benefits.
Security
All payments are held securely by The Over Fifty's Guardian Friendly Society, under APRA regulation.
Guardian Plan is a funeral bond issued by the Over Fifty Guardian Friendly Society Limited (the Society) ABN 81 087 649 063 AFSL 524353. InvoCare is Australia’s leading provider of funeral, cemetery, crematoria and related services. Funds invested in the Guardian Plan are generally non-refundable and must be used to pay for funeral expenses. Terms, conditions and eligibility criteria apply. Before deciding, please read the Guardian Plan Product Disclosure Statement (PDS) and Target Market Determination at guardianplan.com.au, or by calling 1800 220 888. Consider whether this product is right for you and whether it meets your financial objectives and needs.
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Advisors & Professional Services
Perth Aged Care Financial Advisers
Provided by
Perth Aged Care Financial Advisers
Perth Aged Care Financial Advisers are here to assist with navigating the complexities of residential aged care. Our personalised approach is proven to make a real difference, whether it be for yourself or a family member. Our goal is to help manage your family's finances wisely and avoid costly mistakes. Our specialists ensure you understand the intricate and ever-changing rules of aged care fees, alleviating stress for families during this challenging time. Trust us to guide you through a stress-free transition into residential aged care, ensuring peace of mind.
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About Us
We’re a team of experienced aged care specialists dedicated to helping families across Australia make
sense of the aged care system.Our services include:
Assistance with Centrelink and aged care documentation Guidance on care options, fees, funding, and eligibility
Support with transitions into residential aged care or home care packages
Clear explanations of your rights, obligations, and options under Australia’s aged care framework
We also stay up to date with ongoing Aged Care Reforms — including the Support at Home program
and new residential care standards.
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Advisors & Professional Services
Balance Retirement & Aged Care Specialists - Financial Specialists - Servicing Australia Wide
Provided by
Balance Aged Care Specialists
Balance Retirement & Aged Care Specialists are a family owned and operated financial company that have specialised in financial planning, aged care, retirement villages, private home care, and estate management for over 15 years. Our role is to help clients navigate through their later stages of life, as everyone's financial situation is unique. We use our own software that we created to easily show our clients the options that they have available to them and how it will affect their personal finances. We understand that clients want options when making decisions about their future and we help guide them by providing financial outcomes of those options to help make their decisions easier. We can help you regarding all matters aged care including- Am I going to be Supported or an Unsupported resident?- Do I pay a RAD, DAP or Both? - How am I going to pay for Aged Care & can I minimise the fee’s? - Can I maximise my pension? - Can someone help me fill out the Centrelink/DVA forms? - Are there facilities that can cater to my needs? - Can I get help with my estate, so my family have one less thing to worry about? - Can someone show me the different financial choices I have? Call 1300 556 287 for your free phone consultation.We can also provide a concierge service if you are needing to sell or rent the home, needing trusts or reviewing wills and estates, help to find an aged care home through aged care placement, or a flat fee probate service.We have mobile specialists across NSW, ACT, QLD and TAS that can come to you or we can use video technology to conduct meetings which is discounted from our face to face price all across Australia.
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Advisors & Professional Services
Aged Care Financial Advisers NSW (ACFA)
Provided by
Aged Care Financial Advisers NSW (ACFA)
Know your aged care options. Transitioning to aged care can be challenging for the whole family. There are many decisions to make and the options can be confusing. Aged Care Financial Advisers NSW (ACFA) have the industry knowledge and understanding of the complex financial issues surrounding aged care to support individuals and families navigate through the system. We listen to your needs, answer your questions and provide comprehensive information.Get the peace of mind you deserve. Let us guide you in your Aged Care journey and help you choose an option that best suits your unique circumstances.Our fixed fee service includes:Strategy optionsEducation and supportAssistance with Government agency paperwork At ACFA, our inclusive and proactive approach can show you how best to afford your preferred Aged Care service or facility and look after your family. We service all areas in Sydney and the Central Coast with a head office conveniently located in Baulkham Hills. Call our team today on 1300 554 393.
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At Real Estate Care Service, we understand that entering into care can be a very traumatic and life changing experience for many individuals and their families; particularly when that process involves selling the family home.
As vendor advocates, our services are specifically tailored to help families and powers of attorney understand and manage the process of selling a property, following a loved one entering into care.
With an in depth knowledge of the financial implications of entering aged care, our team understand the importance of obtaining a realistic appraisal to correctly determine the type of accommodation bond and fees one pays in aged care.
Which is why we pride our key strength on selecting not only the best agency, but the best operator within that agency. Whether it be for an appraisal to complete an aged care asset assessment or to sell a home, the right agent matters.
Looking to sell - With over 10 years’ experience working with the aged care industry, our dedicated team are here to help from start to finish, including preparing the property for sale, sourcing the right agent, managing the campaign, conducting the auctions, right through to settlement.
Assisting and working with individuals and families at this testing and transitional time is our passion. We are committed to helping you achieve a hassle-free outcome, at no extra cost to you.
Do you need to sell a property to enter aged care?
Has someone you know entered aged care and you need to sell their property?
Do you require a FREE appraisal for your Assets Assessment?
To find our more click on the ‘View Website’ button or call
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Advisors & Professional Services
ACA PrimeCare Financial Planning
Provided by
PrimeCare Financial Planning
Aged Care Advisers Australia Wide!INDEPENDENT AGED CARE SPECIALISTS SINCE 2007Interactive Video Consultations Also Available! "Aged Care Financial Specialist Australia Wide"
Financial Consultations & Advice
Expert Centrelink & DVA ServiceHome Care Options Explained
Aged Care Accommodation Placement Service
RAD & Fee Negotiation.
We Don't Do Anything Else!How does the 2025 Aged Care Reforms Impact you?Higher RADs * RAD Retention * Higher Fees!Book an appointment with our aged care experts to find the mosteconomical way forward for your loved one!Contact us on 1300 853 875 or enquire@primecarefinancial.com.auThe PrimeCare Commitment to You:
Flat Fee ConsultationsMinimise your means tested care fee
Explore all options to maximise your Centrelink / Veterans Pension
Explain the fees, charges and entry and exit costs
Explore options to retain the family home and finance the accommodation costs
Illustrate the financial implications if you sell the family home
Compare a range of cash flow scenarios to ascertain the most affordable option
Complete and lodge the Centrelink forms – to save you time
Explain all the savings available for self-funded retirees
Make all information clear and easy to understand via an information road map
Empower you to understand the aged care maze.
You're sure to find one of our expert independent advisers near you! Our Offices:Ballarat * Bentleigh * Camberwell * Dandenong * Geelong Heidelberg * Mt Eliza * Ringwood * Sunshine * Templestowe Australia Wide, Video Consultations also available!FAAA CFP® AFP ProfessionalsHolder of our own Australian Financial Services License No. 473141
Advisors & Professional Services
Financial Success SA - Aged Care Specialists
Provided by
Financial Success SA
We understand that arranging alternative accommodation for a loved can be a daunting and stressful time. As specialists, we have the knowledge, experience, and professional skills to help you. It is our role to guide you through the overload of information and uncertainty, helping you to achieve the best outcomes for your family and loved ones.
We can help you with the following:
• best option for paying the entry fees
• confirming affordability of care
• best option for the family home
• best option for your income & assets
• maximising Government entitlements
• minimising ongoing costs
• maximising inheritance• completion of forms
• negotiations
• written financial advice
• staying on track
Contact: Denise Kipling on (08) 8223 6880 or email her by clicking on the 'Send a message' button. To find out more click on the 'Visit Website' button. * Denise Kipling is a Certified Financial Planner, FAAA Age Care Specialist, Accredited Aged Care ProfessionalTM, holds a Graduate Diploma in Financial Planning and has been providing Aged Care Specialist Advice since 2006; and a Member of Financial Advice Association Australia (FAAA). *Denise Kipling is an Authorised Representative No 235861 of Financial Success SA Pty Ltd ATF the Financial Success Trust ABN 68 114 614 838 t/as Financial Success specialising in Aged Care Financial Advice is a Corporate Authorised Representative No 235520 of InterPrac Financial Planning Pty Ltd AFSL 246638 ABN 14 076 093 680.Testimonials:'It has been such a relief having Denise help us with the finances for mum and dad over the past six months. She has an extensive knowledge of the ins and outs of aged care and provided us with a wide range of options which enabled us to make informed choices in regard to property, shares and investments. On top of this she showed a keen interest in mum and dad's well-being. We appreciated her understanding, patience and thoughtfulness during this challenging time.'Helen R.The advice contained within this document does not consider any persons’ objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product, persons should assess whether the advice is appropriate to their objectives, needs or financial situation. Persons may wish to make this assessment themselves or seek the help of an adviser. No responsibility is taken for persons acting on the information within this document. Persons doing so, do so at own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
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Advisors & Professional Services
Senior's First Free Guide to Aged Care Finance
Provided by
Seniors First Specialist Finance
Free guide makes aged care finances easySeniors First is an award winning provider of financial solutions to seniors and the aged. Through their national alliance with Genesys Wealth Advisers, they’ve established a network of specialist aged care finance professionals who guide residents and their families through the complex world of aged care, delivering better financial outcomes with real benefits.
In response to feedback from aged care industry, they’ve now published Your Free Guide to Aged Care Finance. This unique booklet is written in clear, simple language & provides residents and families with an easy-to-understand summary of the options for payment of aged care costs, with real life examples.
A big time saver for admissions staff, the guide ensures your residents are wellinformed and is perfect for information packs.
Seniors First will refer you to Genesys Wealth Advisers for provision of financial planning services or advice, as Seniors First is not licenced to provide financial advice. In respect of customers Seniors First refers to Genesys, Genesys pays SeniorsFirst referral fees (see Genesys’ Financial Services Guide for more details). Genesys Wealth Advisers Limited ABN 20 060 778 216 AustralianFinancial Services Licence no. 232686 Principal member of the FPA
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We know how complex residential aged care can be for any family.
We have a thorough understanding of residential aged care, Home Care, Centrelink, DVA and tax.
We can guide you and your family through the process and prepare forms correctly to ensure you receive what you are entitled to.
We can work with your family to:
Ensure everyone understands all the options
Answer your questions
Evaluate alternatives
Develop a strategy to ensure you can fund aged care for life
Review your estate plan.
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Advisors & Professional Services
Joseph Palmer & Sons Aged Care Advisers NSW
Provided by
Joseph Palmer & Sons
Moving family members into aged care is a difficult & emotionally draining experience. The need to move often arrives with little warning and leads to a complex array of decisions related to bonds, Centrelink, the family home, income tested fees, contracts and the list goes on.
At Joseph Palmer & Sons we have a deep knowledge of the aged care system and all its intricacies and have gone through the transition to aged care with our own parents. Our personal journeys, together with our professional experience in financial services, enable us to provide expert advice and guidance through a difficult and emotional time.
We will demystify aged care to ensure the most appropriate decisions are made and an optimal financial outcome achieved.
Specific areas of consideration include:
Negotiating and structuring the refundable accommodation deposit
Minimising means tested fees / Maximising entitlements
Consideration of impacts on pension payments
Financial modelling with respect to funding the upfront and ongoing costs
Liaising with Centrelink
Decisions regarding the family home
Completion of all paperwork
Estate planning & investment considerations
Assistance with sourcing appropriate accommodation.
Testimonials…
“Ageing parents no longer able to live an independent life was a challenge and the process of finding an aged care solution was, frankly, overwhelming. After seeking advice from Joseph Palmer & Sons our situation was resolved quickly with placement being found in an aged care facility we didn’t even know existed. Joseph Palmer & Sons provided immediate comfort and clarity and we are ever grateful.”Sean and Rosi M
“I was completely confused and bewildered but Joseph Palmer & Sons took care of everything. They negotiated the bond, achieved a lowering of the income assessed fees and qualified my parents for an increased pension payment. Knowing my parents’ needs were being taken care of properly and professionally gave me much needed peace of mind through this difficult period.”Kay B
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In Home Care, Support at Home Program, Therapists & Health Specialists, Community Services, Products & Equipment, Advisors & Professional Services
CatholicCare Sydney
Provided by
CatholicCare Sydney
Celebrating 80 years of caring for our communityAs a registered provider, CatholicCare is here to help you through the My Aged Care process, assisting you to access funds to help you remain living in your home.
We provided services that you can access as occasional, short-term or round-the-clock options from our caring, professional, locally-based staff. From complete Home Care Packages to a helping hand at home, we'll help you through the assessment process and tailor services to ensure they're what you need.
As you get older, living independently in your own home can become more difficult. If you’re finding it harder to do the things you used to, you can ask for some help.
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Advisors & Professional Services
Financial Advisor.com.au
Sydney, NSW 2000
Provided by
Financial Advisor.com.au
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