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
Planning for Unexpected Aged Care Costs
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November 6, 2024
Navigating the financial demands of aged care is an increasingly complex undertaking in Australia. Costs vary widely depending on the level of
Role of Financial Advisers in Aged Care Decision-Making
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November 3, 2024
Navigating the labyrinthine world of aged care can be a daunting challenge for many Australian families. The decisions surrounding aged care often
Managing Inheritance Expectations While Funding Aged Care
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October 31, 2024
For many Australian families, the topic of inheritance is closely intertwined with the need to fund aged care. As the cost of
Age Pension Rules and Regulations for Aged Care Residents
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October 28, 2024
For many Australians entering aged care, the Age Pension is a critical financial resource that helps cover living expenses and care fees.
Should You Downsize to Fund Aged Care Accommodation?
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October 25, 2024
As Australians age, the cost of residential aged care can become an overwhelming financial burden. Many individuals and families face the difficult
Impact of RAD on Estate Planning and Inheritance
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October 22, 2024
The Refundable Accommodation Deposit (RAD) plays a pivotal role in Australia’s aged care system, but its impact extends far beyond funding accommodation.
Financial Impact of Aged Care on Family Members
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October 19, 2024
The decision to move a loved one into aged care is never made lightly, yet its impact on family members is often
Financial Pitfalls to Avoid When Planning for Aged Care
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October 16, 2024
Aged care represents one of the most significant financial commitments many Australians will face in later life. As the population ages, planning
How to Ensure Your Estate Plan Reflects Aged Care Needs
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October 13, 2024
Aged care is not just a health concern; it’s a critical financial and legal issue that affects estate planning. As Australians live
Financial Impact of Keeping the Family Home on Age Pension
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October 7, 2024
Residential aged care in Australia presents numerous financial complexities, especially when it comes to the family home. The home is often the most
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
Aged Care Financial Advisers ABN 91 600 073 630 is an Authorised Representative of Lifespan Financial Planning Ltd AFSL 229892
LOCATION: 300 Ruthven Street Toowoomba QLD 4350
CALL US: 1300 550 940
BUSINESS HOURS
Mon – Fri…….. 8am – 6pm
Sat – Sun…….. Closed
Disclaimer: The purpose of this website is to provide general information only. It is not intended to be financial advice, however, any advice provided is general in nature and does not consider your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. Please speak to your Lifespan financial adviser before making any financial decisions.