Whether considering options for yourself or deciding how best to help someone close to you, aged care is a complex area and requires careful thought. The uncertainty surrounding where to move, how much it will cost and where the money will come from can be overwhelming and stressful.

“Meeting with our qualified Aged Care Specialist planners will help you to understand your options and make an informed decision”.

How can we help?

We can provide clarity around all the important questions:

  • What upfront costs will I need to pay?
  • How much will ongoing care cost?
  • Can I keep my home or is it better to sell it?
  • How do I maximise my Centrelink entitlements?


Financial Planner

Desley began her Financial Planning career in 2003 as a Paraplanner. She is a Certified Financial Planner (CFP) – one of the………………..

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Partner / Senior Accountant

Dean is a qualified accountant with over 20 years experience. He has completed a Masters in Commerce and his extensive accountancy background………..

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Senior Financial Planner

Ryan is an experienced financial planner having spent the first 8 years of his professional life with Australia’s largest financial services and banking group……….

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Director / Principal Planner

Aaron leads our Statewide Wealth team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify…….

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Schedule a call back and start your journey today!