Aged Care Financial Advice
- Understand implications of selling or renting home
- Minimise care fees, maximise govt benefits
- Understand consequences of a RAD or DAP
- Evidence to back your aged care decisions as PoA
- Understand what is affordable long term
- Projections on estate values and cashflow
- Money back satisfaction guarantee on advice
Fixed Price Cost
Clear and transparent advice cost that makes sense and provides value.
Convenient Service
We are available for meetings after standard work hours, so even if you are in SA, NT or WA, we can accommodate you.
Expert Advice
Benefit from our depth of experience and understanding of aged care financial matters. Accredited Aged Care Professional®.
Family Meetings
Family members who want to be involved can catch up together with our online meetings, even if you live a long way apart (as we often do!).
Fast Advice Process
We understand the time constraints of aged care well. We deliver a written strategy paper or advice document efficiently.
Satisfaction Guarantee
We will deliver on what we promises. We are so confident we can add value, If you are not satisfied with our service, we will refund our fees.
Five Mistakes We Help You To Avoid
Many people think they have to sell their home to fund aged care. But advice from Aged Care Financial Advisers can show them the choices and full implications of their decisions.
Many people see RADs as lost money. Aged Care Financial Advisers can explain refunds and government guarantees as well as show clients how to make the most of Centrelink exemptions for RADs.
The rules and terms are complex and timeframes to make decisions are often limited. Aged Care Financial Advisers can help take out the stress and allow more effective decision-making in the timeframe available.
Cashflow is the big story when planning aged care costs. Aged Care Financial Advisers start with creating enough cashflow so obligations can be met and extras can be funded to improve their lifestyle.
Who doesn’t want to pay less for services? But Aged Care Financial Advisers focusses first on helping clients to afford and access the right care, and then looking at options to how to manage the affordability.
We Help You To Understand Aged Care
Our team will work with you to understand exactly what needs to be done to ensure the best care for your loved ones. We’ll help you determine what you can afford, and provide you with the tools to compare your options. Our goal is to empower you with the knowledge and smart strategies you need to make informed decisions and ensure a secure financial future for those in your care. Let us help you understand the aged care finance landscape and find the right solution for you.
What Past Clients Say...
We were extremely pleased with the professional, expert advice that Rob provided on behalf of our aged parents who needed to move into a nursing home at relatively short notice. We were a little hesitant at first about the service not being face-to-face as we were not in the same city as Rob. As it turned out, this was not an issue at all. Rob’s processes although not face-to-face for us, nevertheless worked perfectly. We were particularly pleased with how Rob went out of his way to make sure we received his advice and his report in a very short turn around time. We needed the advice quickly and he delivered as he said he would. We have no hesitation in recommending Rob at Aged Care Financial Advisors to anyone in need of friendly, understanding, professional, expert advice on aged care financial matters.
T Hill
I would use and recommend these people again. Rob has been extremely helpful to us as clients to navigate a complex aged care system, assisting us to plan for our goals and understanding the implications of our actions.
K Anderson
Rob provided an excellent service; comprehensive, timely and very helpful in making decisions. He presented as engaged throughout the whole process and quickly answered any questions
T Fitzgerald
Rob, was extremely helpful in helping us navigate the aged care system . Very easy to communicate with, very professional service
J Arundale
Rob Laurie has a friendly disposition & provided us with a great outcome for the advice we were seeking in a timely manner. Thank you Rob...
J Davis
Australia Wide Virtual Meetings Available
We can provide advice virtually Australia wide, facilitated by online meetings securely, using Zoom, Microsoft Teams, Google Meet, FaceTime or the humble telephone if preferred. We can even provide documents for signing electronically to make the process easier and more efficient.
This means we can meet with multiple family members that live some distance from each other with convenience, or even the same household in their lunch breaks at work.
Our Latest Posts
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Learn more about us - Download Guide
- Five Mistakes Aged Care Financial Advisers Help You Avoid
- What To Expect From Us
- Our Fixed Price
- Meet The Adviser
- Our Code Of Ethics & Professional Conduct
Grab Our FREE eBooks
Time is ticking and it’s time to start thinking about Aged Care for your loved ones. With 6 straight forward guides, you’ll learn more about the complexities of aged care in Australia.
Click on the eBooks below.
