Financial in Shearwater, Tasmania 7307

We provide funding solutions to residents and their families in order to pay for their care and accommodation.

Aged care financial advice is a highly specialised field in which most financial planners only have a limited understanding. Our aged care financial advisers provide you with all the information and advice you need to make an informed decision, covering key issues such as decisions around keeping or selling the family home, affordability of care, maximising pension entitlements and minimising ongoing costs of care. We guide you through the range of financial options available and the different care support services and packages available.

Aged care can be a confusing area. Muirfield Financial Services can help. We Specialise in Aged Care adviceMaking the decision to enter aged care can be a very emotional one and once needed, people often find the complexity of aged care overwhelming. Having to make the difficult decisions during such a stressful and emotional time can adversely affect the person entering care over the long term. Our Accredited Aged Care Professionals™, can help you determine the costs applicable to your chosen facility, the impact on Centrelink entitlements, options for the family home, and cash flow strategies to ensure living needs will be met. Individual circumstances will influence Aged Care fees and strategies. It is important any advice obtained is specific to the person entering care, prior to a decision being made. How we can Help?While Centrelink will advise you only of Centrelink consequences and Aged Care Facilities offer information about the costs of Aged Care, we help you put all the pieces together within the specific framework of your personal situation. Once the decision has been made to move to permanent care, Muirfield can clarify what fees will be payable. We provide specific advice on the following: Refundable Accommodation Deposits (RAD/RAC) or Daily Accommodation Payments (DAP/DAC) Daily Care Fee Means Tested Fee Extra Service Fees Options for the Family Home Maximising entitlements from Centrelink or Department of Veteran Affairs. Financial Planning advice which captures your personal situation and provides peace of mind is essential prior to making any decisions regarding aged care. To get the support you need, visit us online atwww.muirfieldfs.com.au/aged-care or call us on (03) 5224 2700. About MuirfieldFor over 30 years Muirfield Financial Services has been helping people gain financial security and certainty over their future.  Our focus is to deliver quality and easy to understand financial advice. In choosing to partner with Muirfield Financial Services you will gain access to a financial planning practice who understands the value of professional advice, integrity and service. We have helped families and individuals Australia wide make informed choices about their financial futures.  These clients continue to benefit from our ongoing relationship and advice and have the freedom to enjoy a life less stressful. With offices in both Geelong and Torquay we can assist you at a location convenient, or online.  For families outside these areas we offer phone conferencing, video conferencing and email communication to ensure your advice needs can be met. Muirfield Financial Services was one of the first financial planning practices in Victoria recognised as a Professional Practice by the Financial Planners Association of Australia (FPA).  Being a FPA Professional Practice sets Muirfield apart as a leader and role model for financial planning within the community.

Beacon Aged Care & Retirement Advisers helps you navigate the complexities of aged care with expert, personalised financial advice. We specialise in Centrelink and DVA benefits, aged care legislation, and funding strategies that bring certainty and peace of mind. Whether meeting face-to-face across Brisbane, the Gold Coast, and South East Queensland, or connecting via video anywhere in Australia, we deliver advice in plain language with transparent, fixed fees. We act quickly, explain clearly, and support you every step of the way. Let us simplify your aged care journey and give you the confidence to make informed decisions.

At Progressive Financial Solutions, our goal in the Aged Care space is to remove the added financial challenges you will face when placing a loved one into an Aged Care facility, allowing you to focus on the care of your loved ones. We provide you with multiple possible strategies to consider for your loved one and use our expertise to put a plan in place to maximise your loved ones cashflow and preserve their assets throughout their lifetime. We provide premium ongoing financial and Centrelink support while your loved one is in care.

We have a proven step-by-step process which will help you with aged care advice and placement, which includes: Understanding individual care needs, financial situation, preferred location, and personal preferences Completing Centrelink Forms SA485 or SA457 Shortlisting appropriate care homes Arranging facility visits to your preferred timetable Preparing application and admission paperwork Monitoring applications and advocating priority admission Negotiating the residential care fees, specifically the Refundable Accommodation Deposit (RAD) and other service fees (if applicable) Our personalised service is tailored to your unique family requirements and covers all aspects of aged care advice and placement.

Sage Care Advice is privately owned, and the Sunshine Coast’s leading aged care financial experts, we have earned our reputation of excellence in this specialised field.We have a big commitment to assisting our clients with aged care funding issues. From achieving the right balance between minimising fees, maximising the age pension and ensuring affordability of care fees to liaising with your aged care provider and Services Australia. We reduce the burden of business and leave you more time to focus on your loved ones.We'll save you time and stress, leaving you to focus on your family.

SFR Advisory Group is a truly multi-disciplinary advice practice with expertise in Financial Planning, Aged Care, Self Managed Super, Taxation, Property and Estate Planning and Administration. By combining our extensive experience and scope we can provide the best integrated personal advice beyond what is otherwise available by limited advice firms. SFR Advisory Group more importantly aims at being a caring organisation that wants to make our sophisticated advice service that is normally only available to the ultra-well-heeled  to the broader community. Service Offerings Include:• Estate Planning Review – EPAs, EPGs, Living Wills, Wills, Testamentary Trust - Absolutely necessary before you or your loved ones lose capacity. • Centrelink Review – Are you optimising your benefits? Including Centrelink and Aged care Nominee services • Home Care vs Institutional Care.• Accommodation Planning – own home, strata or lifestyle village (lease-for-life) options. • Taxation, Superannuation (including SMSF) and Investment Review.• Implications of incapacity or death and death tax minimisation strategies. • Family Trust, Business Assets and Investment Property Review. • Beneficiaries Special Needs or Circumstances Considerations. • Estate Administration – full support for executors and trustee of estates including application for probate and complete administration service.We offer a $99.00 Review and a money back guarantee if you don't value the advice provided.  (This can be done in person, over the phone or via video conferencing)"SFR has helped us tremendously! They meticulously prepared the application for probate, set up the the Estate bank account (and cheques deposited) , arranged the the dispersion and beyond, and were alongside both of us through everything, we honestly feel the services are too good to be true and they should be charging more! " Claire and Mike MCall or email us to arrange an appointment today to speak with a SFR Advisor. 

Organizing aged care for a loved one is traumatic and emotional enough without the money side of things. Our view is that the financial aspects and implications of aged care are best discussed face to face. We can present you with all the scenarios in our initial consultation, providing you with the information to make key decisions quickly.  In person, phone or Zoom - we can help!Don’t be fooled into thinking you need an expensive financial plan to enter aged care. You just need the options, presented quickly and in plain English.

Specialists in Aged Care Financial Advice & Retirement PlanningOur structured and disciplined approach to providing advice is designed to simplify your life. We do the hard work so you can make informed financial decisions, without the stress.Our service is end-to-end. We work with Centrelink and service providers to put your plan in place. Whether you are applying for the Aged Pension, Home Care or Residential Aged Care support, we can help you understand your options.

We make your financial options easy to understand so you know exactly what lays ahead for you and will work directly with you or your family group to ensure your wishes are heard and you have a plan in place that is in your best interests.We can come to you at home, your aged care residence or in our offices across Scenic Rim, Gold Coast, Brisbane and Sunshine Coast, at a time that suits you.

Assist you & your family to understand the range of care options and how the aged care system works. Outline steps ahead to help you find & access the right type of care. Act as a central reference point for clear, relevant information on aged care and how your finances are impacted.Help you to evaluate what you can afford so you can focus on searching for a suitable aged care service.Explain the fees & how they are calculated to estimate what you might need to pay. Evaluate the options and strategies for your accommodation payment.