Aged Care Advice

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Aged Care Financial Advice

What does a financial adviser for aged care do? If you or your loved one has received an aged care assessment, or is likely to require residential aged care, we can provide specialist financial planning that addresses the impact of aged care on pensions, tax, cash flow, and estate planning. Visit our FAQs on Aged Care for more detailed information.

Our entire advice process focuses on Australian seniors. Based on our experience, there are three key aspects of aged care financial advice:

  • Funding aged care accommodation
  • Minimising the costs of aged care accommodation
  • Keeping or maximising aged pension entitlements

Aged Care Advice Fees

Our Specialist Aged Care Financial Advice team provide specialist financial planning that addresses the impact of aged care on pensions, tax, cash flow, and estate planning.

Our fees start at $1,100 inc GST with up-front payment and no deposit.

DOWNLOAD AGED CARE FEES AND PROCESS DOWNLOAD AGED CARE FEES AND PROCESS



SAVE MONEY
Our aged care financial advisers can help you save on fees associated with nursing homes and residential aged care. We can help you keep or maximise pension entitlements, and navigate how best to fund aged care accommodation.

MINIMISE STRESS
Our expertise lies in our strategic and deep understanding of tax and financial structures, ensuring that our advice is holistic by nature. At Smart Private Wealth we can assist with finance structuring to make aged care more affordable and minimise financial stress.

SAVE TIME
We'll provide caring, prompt and intelligent advice, so you can access aged care when you need with a complete understanding of your financial position.

Caring for the aged-care needs of Australian seniors.

At Smart Private Wealth we're here to ensure you're well prepared for the transition into residential aged-care.

Our financial advisors and aged-care consultants can help to provide intelligent and prompt insights into your finances to assist in decision-making.


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