Our Approach
Financial Advice - Aged Care - Retirement
Our service is end-to-end. Whether you are applying for the Aged Pension, Home Care or Residential Aged Care support, we can help you understand your options.
It all starts with a conversation. Book a chat with our team today.
We work with you to take the stress out of understanding your options, by providing financial advice for aged care and retirement.
Step 1
It all Starts with a Conversation.
The best way to understand how we can help is to talk to us!
We understand how important it is to have the right support when you need it.
Your initial chat is obligation-free, so we can understand what support you need, and you can make sure we are the right fit for your family.
Our team of accredited Aged Care Specialists are here to help you plan your finances when transitioning to Aged Care.
Step 2
Fixed-Fee Service for Complete Transparency.
Based on your circumstances and concerns, we tailor an end-to-end solution.
We will meet with you and your family to discuss how the Aged Care Systems works. We can hold online meetings so your family can attend, no matter where they are.
You will always receive a services proposal that clearly outlines our services and fees.
Our fixed-fee structure is designed to give you confidence and clarity about what to expect from us.
Step 3
A Clear Path Forward.
We work with you, and your family to make sure you have a clear understanding of your options.
We will hold a meeting with you and your family to present our advice on all your financial options. We encourage both our clients and their families to attend so we can answer your questions.
We do the research and investigate your different options. We believe in making informed decisions and will walk you, and your family, through your options.
You will receive our advice in a document called a Statement of Advice which will provide the finer details on your path forward.
Step 4
We Make it Happen!
We streamline the execution of your strategy, working with both Aged Care facilities and Centrelink to provide a unique level of service for financial advice aged care.
We help you understand the path forward, and then we walk it with you.
We help you implement your financial strategy, even advocating with Centrelink and the Aged Care Facilities to help you roll out your plan, without the stress.
When it comes to financial advice regarding aged care, that's our core business so we can guide you through the maze!
Step 5
End-to-End Service.
Our services are end-to-end.
We will hold a meeting with you and your family after your parents have moved into their care facility.
We will answer any questions, and make sure you are comfortable with the path forward.
We also review your first invoice from the Aged Care facility to make sure everything is in order.
We have helped more than a thousand families plan for their
aged care and age pension.
“Our family contacted Bill earlier this year to receive advice on moving our father into a high care home - he provided us with all the information and assistance we never would of been able to achieve. Bill has a very kind and sympathetic ear and on occasions made contact with our mother to settle all her fears in placing dad into care. He also handled all of mum's ongoing pension matters as part of his professional service. Simply put, Bill took all the stress out of placing dad into care and we would highly recommend his services to anyone.”