Aged Care Financial Advice Melbourne
Book your FREE meeting and find out how we can help your family.
We Listen To
Your Needs
We Roll Out
Your Plan
We Create
Tailored Solutions
We Even Work
With Centrelink
Aged Care Financial Advice
Are you - or one of your loved ones - about to make the move into an Aged Care Facility? Even if you have just started to explore your options, you’ve probably already realised that it can be confusing and stressful, not to mention time-consuming.
Here at Olive Grove Financial Advice, our role is to support you and your family through this process. We make it simple, leaving you free to take care of the important people in your life. We are the specialists in aged care financial advice Melbourne.
Retirement and Aged Care Adviser
We specialise in Aged Care & Retirement Planning.
Decisions about aged care start with understanding the full financial situation. One of our highly trained advisers will assess your current assets and expenses to best determine your pension entitlements and aged care options, and provide you with expert guidance concerning:
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Selling or renting your family home
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Your pension payments
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Accommodation payments
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Care fees
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Investment planning, and
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Cash flow
Our Melbourne financial advisers will prepare a financial planning strategy that is tailored to your unique circumstances. But our assistance doesn’t end there!
We Know Aged Care
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The Aged Care Specialist
We offer you a total end-to-end solution that removes the hassle and hard work and allows you to move forward with confidence. We manage all those tiresome administration requirements for you, including:
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Navigating Centrelink rules
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Submitting relevant forms and paperwork
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Making telephone calls on your behalf.
You can relax, knowing that our dedicated staff will submit your important documents correctly and on time.
We are passionate about helping and supporting our clients through this journey, having supported our own elderly parents through this stage.
With more than 20 years of experience, we've helped hundreds of happy clients achieve their aged care and financial goals.
Contact our Melbourne Financial Advisers
While our headquarters are in Sydney, we also have an office in Collins Street, in the heart of the Melbourne CBD. Online meetings are also available no matter where you are based in Australia.
If you are looking for an expert in aged care financial advice Melbourne, then talk to us here at Olive Grove Financial. Book your free meeting today!
We have helped more than a thousand families plan for their
aged care and age pension.
Ready to get started?
Fill in the form below, and we will be in touch shortly to find out how we can help.