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.
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.
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.
As WA's most experienced and reputable specialist advisers in Aged Care, WA Aged Care Financial Solutions has worked with many families to assess the best possible financial outcome.
Whether receiving Home Care or living in an Aged Care facility, our advice to a client provides clear definition of the situation and options, and peace of mind so that:
Accommodation payments may be made comfortably
Government pensions and other entitlements are maximisedAged Care and Home Care fees and charges are minimised
There is sufficient regular income to pay all fees and provide adequate spending money
Invested funds are secure.
Our advice provides full explanation of Aged Care fees and charges as well as the implications for ongoing entitlements from Centrelink or DVA, including scenarios which illustrate the financial consequences of retaining, renting or selling the family home.We always deliverWA Aged Care Financial Solutions delivers:
Support and understanding from experts in Aged Care financial matters
Peace of mind through a specialised financial plan for Aged Care complete with recommendations for the best possible financial solution
Advice on secure investments and estate planning needs such as Wills and Powers of Attorney & Guardianship
Implementation of your financial plan
Ongoing assistance dealing with Government and other institutions.
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.
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.
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
Well Placed Care are independent & personalised aged care specialists.
Often when care needs arise it can be a very emotional time for all involved. The time & knowledge required of you, or family members to obtain documentation and find appropriate care is often limited. We know that many of the processes involved in the aged care system can be complex and time consuming. By letting us take care of all the necessary details, you and your loved ones will have the time to concentrate on oneself and each other.
We encourage future planning to enable a proactive approach and ensure efficient, informed and gentle advice for your aged care requirements.
We have positive long term relationships with many care providers and are able to secure various discounts and priority placements.
Our services are here to assist and guide you through each step, from assessments, home care and residential placement including a 1hr appointment with our financial advisor and a post placement wellbeing follow up.
Our extensive knowledge of the industry will enable you to make informed choices when it comes to making decisions that are life changing and ultimately positive.
We are able to assist with all types of aged care including home care, respite, permanent care, emergency, transition, people living with dementia and couples care.
We have proven skills and experience in matching your family’s needs with an appropriate care provider.
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.
We understand that planning for aged care can be overwhelming, with numerous decisions to make. That's why we're here to provide you with financial guidance every step of the way. We know that choosing the suitable aged care facility, determining the level of care required and deciding the best financial options can be complicated and confusing.
As experts in aged care financial advice, we can help make the process easier for you.
Our services include.
• Ensuring you understand the available care options and their costs,
• Organizing your finances to pay for the appropriate level of care,
• ensuring you receive and maximize Centrelink/DVA entitlements.
• Dealing with the paperwork.
You don't have to navigate this process alone. Contact us today and speak with our aged care specialists, who are here to assist you with empathy and understanding.
Senexus is a specialist placement service for families seeking the best residential aged care homes for a loved one.
Our tailored placement service offers:
Quick relocation for your loved one into the best-suited aged care home, based on personal preferences and financial situation (single and couple placements).
An aged care placement specialist who will work with you from start to finish to ensure all paperwork is completed thoroughly.
Access to a shortlist of residential aged care homes with a confirmed availability – giving you the opportunity to make the final choice.
Independent advice and review of the best aged care homes across Adelaide, based on criteria developed in conjunction with past clients.
Advice on the costs of your chosen aged care option.
Legal, financial planning, real estate and home downsizing services through our network of aged care specialists.
Whether you are based in South Australia, or interstate, we can work with you to source the best aged care home for your loved one and help with the entire placement and relocation process.
If the time’s come to take care of the needs of an elderly relative, it’s worth seeking out help from experts. The team at Senexus dedicate their lives to simplifying access to the system that supports older people. They’ll work for you to deal with everyone and everything to secure the care your loved one needs.Call today on (08) 8344 1991 for no obligation, introductory chat!
If an Aged Care and Centrelink Specialist is what you are looking for then look no further than Phase 3 Retirement Solutions, as Peter Donovans’ qualifications and experience fit this profile. These two specialties also tie in beautifully with retirement planning as well.Having demonstrated high ethics and compliance throughout his career, showing that understanding individual needs and goals are paramount to providing clients with financial knowledge, experience and expertise.
Peter takes the time to get to know you, your goals and financial situation and what is truly important to you, before developing a personalised retirement plan. His aim to provide all clients and their families with the confidence and peace of mind that comes with financial security.
Contact Peter to discuss a tailored solution to meet YOUR needs not something off the shelf.
Comprehensive and accessible financial planning, retirement and aged care advice to clients, ensuring they can make informed decisions about their future.
Caring for an adult with a disability brings unique financial challenges — but you don’t have to navigate them alone. I offer personalised advice to help you feel confident and supported. Whether we meet in person, online, or by phone, I’ll guide you through the options and simplify the process so you can make the best decisions for your future.