Our Aged Care Process

The Aged Care system is complicated, expensive and can be overwhelming. We will provide you with a comprehensive analysis of your options, looking at the impact on pension income, assets and how long funds will last. Learn more about our Aged Care Process below.

Step 1

Complimentary Phone call

Our process begins with a free, no-obligation, 15-minute phone consultation to help you understand what is involved in the initial consultation. Contact us today to book your complimentary 15-minute phone call.

Step 2

Initial Consultation

We will look at the initial cost of care, based on the information you provide to us. This will provide you with an indication of how much money will be needed to fund the cost of care. We will also show you how pension entitlements may be affected.

Step 3

Customised Options Paper

If there are different strategies and options for you to pay for care, our team will create a personalised options paper. This will identify fees and charges, the affordability of care over the short and long term and the impact on Services Australia entitlements and your Estate.

Step 4

Full advice

If you want us to recommend the strategy to use, we will present you with a personalised financial plan, explaining the strategies and recommendations and answering any questions you may have.

Step 5

Implementation

Once you are satisfied with the financial plan, we will work together to implement the strategies. Whatever this involves, we will guide you through every step of the process.

Step 6

Services Australia

If you would like us to act as your nominee for Services Australia, we can assist with updating Services Australia records, completing and lodging paperwork and following it up. We can be your nominee for whichever time frame suits you.

Step 7

Achieving Financial Peace of Mind

The Aged Care process is complex and can be overwhelming. Our aim is to guide you through this and support you while you adjust to this change in your lifestyle.

Ready to consider available Aged Care options?

Schedule your initial consultation with us today.