Sydney Agedcare Financial Advisers

Aged Care & Rest Homes In Melbourne 3000

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About Us

Sydney Aged Care Financial Advisers are the experienced caring team of finance professionals you are looking for.

We pride ourselves on providing fast, cost-effective advice that makes a real difference to people’s lives.

Entry into aged care can be a challenging time for both the person and their family. The finances are notoriously complex with possible implications for:

  • keeping or selling the family home
  • aged care facility fees
  • aged pension
  • investment income
  • land tax, capital gains tax and income tax 
  • intergenerational wealth transfer
Most financial planners and accountants have only a limited understanding of aged care financial advice. Even they often find it overwhelming. It is very much a ‘niche’ that demands full attention and hands-on experience.

Sydney Aged Care Financial Advisers are your aged care financial specialists.

Your loved one’s aged care needs are the sole focus of our advice process. Our experience tells us there are 3 core elements to aged care advice:
  • Funding the accommodation bond efficiently
  • Retaining or maximising any aged pension entitlements
  • Minimising, as far as possible, fees payable to the aged care facility
  • We are committed to ensuring our clients receive quality personalised advice so we can eliminate the financial stress that comes with this often complex family decision.

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