About Us

Brisbane Aged Care Financial Advisers (a division within Varria Financial Planning), are an experienced and caring team of finance professionals who can guide you through the complexities of financial advice in the aged care environment. Through our partners, we can also assist you with aged care placement, whether it be for yourself or for a loved one.

We pride ourselves on providing advice that makes a real difference in people’s lives. Entry into aged care can be a challenging time for everyone involved. The finances are complicated and famously complex with possible implications for:

• Keeping or selling the family home
• Aged-care assistance
• Nursing home fees
• Aged-care RAD’s and pensions
• Investment income
• Land tax, capital gains tax and income tax
• Intergenerational wealth transfer

Most financial planners and accountants have only a limited understanding of aged-care financial planning. It is very much a niche that demands full attention and hands-on experience, which is exactly what we offer.

Brisbane Aged Care Financial Advisers are your aged-care financial specialists.

Your loved one’s aged-care needs are the sole focus of our advice process. Our experience tells us there are three core elements to aged-care advice:

• Funding the accommodation RAD’s efficiently
• Retaining or maximising any aged pension entitlements
• Minimising, as much as possible, fees payable to the aged-care facility

We are committed to ensuring our clients receive quality and personalised aged-care advice so we can eliminate the financial stress that comes with this often-complex family decision.