My Care Path helps elderly Australians, their carers and families, navigate, select and access the best aged care to meet their needs. Whether considering government or privately funded options, home care, residential aged care or retirement living.Our services include:
An initial conversation to understand your unique situation
Shortlisting aged care services to match your needs
Explaining fees and charges within aged care
Negotiating options and fees as your advocate
Assistance with Centrelink and admission paperwork
Support accessing and understanding ‘My Aged Care’
Please call 1300 755 702 or fill out the contact form below to receive a call back.
Aged care financial advice is a highly specialised field in which most financial planners only have a limited understanding. Alters' specialist lifestyle and care financial advisers are aged care specialists and are highly skilled to assist you or your loved one to make what can be a challenging transition with confidence.
We can provide you with all the information and advice you need to make an informed decision, covering key issues such as, fee structures and affordability of care, correct structuring of assets and income, maximising Centrelink/DVA Pension entitlement, and decisions around keeping or selling the family home.
Aged Care Advisers Australia Wide!INDEPENDENT AGED CARE SPECIALISTS SINCE 2007Interactive Video Consultations Also Available! "Aged Care Financial Specialist Australia Wide"
Financial Consultations & Advice
Expert Centrelink & DVA ServiceHome Care Options Explained
Aged Care Accommodation Placement Service
RAD & Fee Negotiation.
We Don't Do Anything Else!How does the 2025 Aged Care Reforms Impact you?Higher RADs * RAD Retention * Higher Fees!Book an appointment with our aged care experts to find the mosteconomical way forward for your loved one!Contact us on 1300 853 875 or enquire@primecarefinancial.com.auThe PrimeCare Commitment to You:
Flat Fee ConsultationsMinimise your means tested care fee
Explore all options to maximise your Centrelink / Veterans Pension
Explain the fees, charges and entry and exit costs
Explore options to retain the family home and finance the accommodation costs
Illustrate the financial implications if you sell the family home
Compare a range of cash flow scenarios to ascertain the most affordable option
Complete and lodge the Centrelink forms – to save you time
Explain all the savings available for self-funded retirees
Make all information clear and easy to understand via an information road map
Empower you to understand the aged care maze.
You're sure to find one of our expert independent advisers near you! Our Offices:Ballarat * Bentleigh * Camberwell * Dandenong * Geelong Heidelberg * Mt Eliza * Ringwood * Sunshine * Templestowe Australia Wide, Video Consultations also available!FAAA CFP® AFP ProfessionalsHolder of our own Australian Financial Services License No. 473141
Know your aged care options. Transitioning to aged care can be challenging for the whole family. There are many decisions to make and the options can be confusing. Aged Care Financial Advisers NSW (ACFA) have the industry knowledge and understanding of the complex financial issues surrounding aged care to support individuals and families navigate through the system. We listen to your needs, answer your questions and provide comprehensive information.Get the peace of mind you deserve. Let us guide you in your Aged Care journey and help you choose an option that best suits your unique circumstances.Our fixed fee service includes:Strategy optionsEducation and supportAssistance with Government agency paperwork At ACFA, our inclusive and proactive approach can show you how best to afford your preferred Aged Care service or facility and look after your family. We service all areas in Sydney and the Central Coast with a head office conveniently located in Baulkham Hills. Call our team today on 1300 554 393.
Perth Aged Care Financial Advisers are here to assist with navigating the complexities of residential aged care. Our personalised approach is proven to make a real difference, whether it be for yourself or a family member. Our goal is to help manage your family's finances wisely and avoid costly mistakes. Our specialists ensure you understand the intricate and ever-changing rules of aged care fees, alleviating stress for families during this challenging time. Trust us to guide you through a stress-free transition into residential aged care, ensuring peace of mind.
At Real Estate Care Service, we understand that entering into care can be a very traumatic and life changing experience for many individuals and their families; particularly when that process involves selling the family home.
As vendor advocates, our services are specifically tailored to help families and powers of attorney understand and manage the process of selling a property, following a loved one entering into care.
With an in depth knowledge of the financial implications of entering aged care, our team understand the importance of obtaining a realistic appraisal to correctly determine the type of accommodation bond and fees one pays in aged care.
Which is why we pride our key strength on selecting not only the best agency, but the best operator within that agency. Whether it be for an appraisal to complete an aged care asset assessment or to sell a home, the right agent matters.
Looking to sell - With over 10 years’ experience working with the aged care industry, our dedicated team are here to help from start to finish, including preparing the property for sale, sourcing the right agent, managing the campaign, conducting the auctions, right through to settlement.
Assisting and working with individuals and families at this testing and transitional time is our passion. We are committed to helping you achieve a hassle-free outcome, at no extra cost to you.
Do you need to sell a property to enter aged care?
Has someone you know entered aged care and you need to sell their property?
Do you require a FREE appraisal for your Assets Assessment?
To find our more click on the ‘View Website’ button or call
We understand that arranging alternative accommodation for a loved can be a daunting and stressful time. As specialists, we have the knowledge, experience, and professional skills to help you. It is our role to guide you through the overload of information and uncertainty, helping you to achieve the best outcomes for your family and loved ones.
We can help you with the following:
• best option for paying the entry fees
• confirming affordability of care
• best option for the family home
• best option for your income & assets
• maximising Government entitlements
• minimising ongoing costs
• maximising inheritance• completion of forms
• negotiations
• written financial advice
• staying on track
Contact: Denise Kipling on (08) 8223 6880 or email her by clicking on the 'Send a message' button. To find out more click on the 'Visit Website' button. * Denise Kipling is a Certified Financial Planner, FAAA Age Care Specialist, Accredited Aged Care ProfessionalTM, holds a Graduate Diploma in Financial Planning and has been providing Aged Care Specialist Advice since 2006; and a Member of Financial Advice Association Australia (FAAA). *Denise Kipling is an Authorised Representative No 235861 of Financial Success SA Pty Ltd ATF the Financial Success Trust ABN 68 114 614 838 t/as Financial Success specialising in Aged Care Financial Advice is a Corporate Authorised Representative No 235520 of InterPrac Financial Planning Pty Ltd AFSL 246638 ABN 14 076 093 680.Testimonials:'It has been such a relief having Denise help us with the finances for mum and dad over the past six months. She has an extensive knowledge of the ins and outs of aged care and provided us with a wide range of options which enabled us to make informed choices in regard to property, shares and investments. On top of this she showed a keen interest in mum and dad's well-being. We appreciated her understanding, patience and thoughtfulness during this challenging time.'Helen R.The advice contained within this document does not consider any persons’ objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product, persons should assess whether the advice is appropriate to their objectives, needs or financial situation. Persons may wish to make this assessment themselves or seek the help of an adviser. No responsibility is taken for persons acting on the information within this document. Persons doing so, do so at own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Centuria Capital (CNI) is an ASX-listed specialist investment manager with $21 billion (as at June 30, 2023) in funds under management
Centuria LifeGoals offers a range of unit linked, tax effective investment bonds that are simple and flexible to use. Centuria LifeGoals is easy to understand and manage enabling you to meet your financial goals whilst accessing your funds at any age.
Centuria Investment Bonds may suit investors that are looking for:
• A tax effective alternative to complement superannuation
• A way to build wealth over the long term
• Certainty in estate planning
• A savings vehicle for children’s education.
A unique approach
Designing your ideal future takes consideration and expertise - our approach focuses on understanding your goals then creating a plan to help you achieve financial freedom sooner.
Why choose us?
• We’re with you for life – we provide ongoing advice to ensure the achievement of your financial goals.
• Our advisers are some of the most experienced and recognised wealth professionals in the industry.
• We're fiduciares - meaning you can trust us.
• We’ve been looking after the advice needs of Australians for 100 years.
SWA will ensure your Aged Care strategy is completed in a timely and stress-free manner so that you can focus on what matters most. Once you or your family member are settled into aged care accommodation, you can relax knowing that you or your loved one have quality of life in appropriate care, you have achieved this with the greatest financial efficiency and that the financial situation is effectively structured for the future. Initial meeting is complimentary.
We know how complex residential aged care can be for any family.
We have a thorough understanding of residential aged care, Home Care, Centrelink, DVA and tax.
We can guide you and your family through the process and prepare forms correctly to ensure you receive what you are entitled to.
We can work with your family to:
Ensure everyone understands all the options
Answer your questions
Evaluate alternatives
Develop a strategy to ensure you can fund aged care for life
Review your estate plan.
Free guide makes aged care finances easySeniors First is an award winning provider of financial solutions to seniors and the aged. Through their national alliance with Genesys Wealth Advisers, they’ve established a network of specialist aged care finance professionals who guide residents and their families through the complex world of aged care, delivering better financial outcomes with real benefits.
In response to feedback from aged care industry, they’ve now published Your Free Guide to Aged Care Finance. This unique booklet is written in clear, simple language & provides residents and families with an easy-to-understand summary of the options for payment of aged care costs, with real life examples.
A big time saver for admissions staff, the guide ensures your residents are wellinformed and is perfect for information packs.
Seniors First will refer you to Genesys Wealth Advisers for provision of financial planning services or advice, as Seniors First is not licenced to provide financial advice. In respect of customers Seniors First refers to Genesys, Genesys pays SeniorsFirst referral fees (see Genesys’ Financial Services Guide for more details). Genesys Wealth Advisers Limited ABN 20 060 778 216 AustralianFinancial Services Licence no. 232686 Principal member of the FPA
The need for residential aged care is often sudden and decisions regarding how to fund a Refundable Accommodation Deposit (RAD) must be made with a sense of urgency. Such deposits may exceed $500,000. With our innovative Aged Care Loan product, you will rest at ease knowing that you will not have to rush to sell your property. Funding a RAD How to fund this payment is a complex problem for many families. La Trobe Financial offers a loan that can be used specifically to cover the Refundable Accommodation Deposit (RAD), reducing the stress for families at a very emotional time. Our experienced team has developed a product that is easy for the customer and their family to set up, making the transition to aged care less complicated. Please call our friendly team on 1800 777 000.