Around 10% of older Australians currently live in an aged care facility. As our ‘baby boomers’ reach their 80’s, more and more Australians will need aged care accommodation.

Aged care decisions are always delicate, and often involve personal dilemmas about your family home, leaving an inheritance for your children and dealing with aged care institutions.

Aged care financial advice is a specialised area of financial planning, requiring a full understanding of the sensitive personal and financial issues involved, and specialist knowledge of the complex financial and regulatory aged care environment.

At Focused Financial Advice, we offer comprehensive aged care financial advice and services for our clients, encompassing issues such as:

  • Aged care fees and charges
  • Should you keep, sell or downsize your family home?
  • Transitioning from your family home to aged care accommodation
  • Maintaining your retirement lifestyle
  • Managing your superannuation and investments
  • Liaising with aged care institutions on your behalf
  • Your pension and other government entitlements
  • Dealing with government departments in the aged care system

Let Focused Financial Advice provide professional financial advice to help you and your family make the transition to aged care accommodation smoothly and with as little ‘financial upheaval’ as we can for you.