Tend Financial Planning

Aged Care Financial Services
Making decisions about Aged Care can be a time of stress and uncertainty. We understand you are making decisions that will impact directly on the quality of life and comfort of your loved one. You need someone you can trust – an Aged Care Financial Specialist.

Our financial specialists will help you successfully navigate the Aged Care system. We understand the ‘ins and outs’, the complexities and complications. We sensitively guide clients through the options and decisions and work with you to negotiate the best possible outcome.

Aged Care Services:

• Demystify the complex nature of the Aged Care fee structure
• Educate on how entering care will affect your financial position
• Communicate options to consider when entering into aged care
• Recommend a plan best suited to your individual needs.

Let us ‘Tend’ to your Aged Care Planning
Tend Financial Planning Pty. Ltd. is an Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749, an Australian Financial Services Licensee, Registered office at 105-153 Miller St, North Sydney NSW 2060 and a member of the National Australia group of companies. 

Testimonial
My sister and I consulted Kate Phillips at Tend Financial in order to clarify our understanding of the newly - introduced Aged Care Reforms. Kate was friendly, approachable and knowledgeable.

She outlined the relevant material with clarity and in a thoroughly professional and logical manner. Her advice and explanation greatly facilitated our grasp of mum's position and, consequently, in our ability to guide her transition into an aged care facility for the first time.

We greatly appreciate every aspect of that meeting and subsequent advice. Therefore, we confidently recommend Kate to any potential client.

Trevor Aldridge (B.A.(Hons.), Dip. T)