Our service offering includes an assessment of your individual circumstances to prepare a tailored written Statement of Advice. We can also support you in liaising with Services Australia and your aged Care facility to help implement the advice.
Planning for aged care can feel overwhelming — we make it simple and actionable. Unlike other providers, we don’t just give you options — we provide clear recommendations and work with you to implement them.
Our end-to-end support includes a comprehensive Statement of Advice covering RAD funding strategies, financial modelling, tax planning, pension maximisation, and placement support.
Fees start from $3,500 for a plan, and in many cases, the financial benefits we help unlock can outweigh the cost.
One of our Aged Care specialist will be in touch shortly to discuss your situation.
