Aged Care Financial Advice

Expert financial advice for seniors

Financial planning in person
Reduce aged care fees
Make the most of your pension, Centrelink exemptions, and other entitlements
Comfortably fund home care
Confidently finance aged care accommodation
Ensure your loved ones are looked after

Let us tailor the right advice for you. Book a no-cost financial meeting in person today.

Book a No-Cost Meeting

An Aged Care Adviser Ready to Support You

Approaching this stage in your life should feel positive, secure, and well-supported. With ActOn Wealth’s experienced aged care financial planners, your transition can be smooth, personalised, and stress-free. Our deep knowledge ensures you receive the best, unbiased financial advice for your future. It all starts with a simple phone call.

Planning aged care can be easy with the right expert support

Book a No-Cost Meeting

Why Choose ActOn Wealth Aged Care Financial Advisers

Transparency. Trust. Tenacity.

You want an experienced aged care financial adviser who understands your needs and works tirelessly to achieve them. Someone who simplifies complex issues and helps you navigate investments, estate planning, and cash flow. ActOn Wealth offers peace of mind with tailored, holistic aged care financial advice and planning.

Comprehensive Aged Care Financial Services

The right aged care financial adviser in Melbourne can handle all your financial service needs. You can rely on ActOn Wealth’s specialist aged care services, which include:

Assessment of Care Needs:
Guidance on getting care needs assessed by an Aged Care Assessment Team (ACAT).

Financial Implications of Aged Care:
Understanding and planning for different aged care fees, including basic daily fees, means-tested fees, and accommodation payments.

Family Home Considerations:
Advice on managing the family home in aged care planning, including its impact on fees and Age Pension entitlements.

Maximising Age Pension Entitlements:
Strategies to maximise Age Pension entitlements and any government subsidy entitlements in the context of aged care.

Personalised Financial Strategies:
Tailored strategies to manage costs and optimise financial position during the transition to aged care.

Lifestyle and Care Advisers Who Prioritise You

The best aged care financial advice begins with a conversation.

If we are to be responsible for helping you in such an important life matter, we want to get to know you. We need to understand your goals and expectations so we can then guide you through every step of the aged care process. Our team of experts is here to help you at each point in this journey, tailoring the right advice for you. With ActOn Wealth supporting you, planning becomes a pleasure, not a pressure.

We want to deliver the best possible financial outcomes for you

Book a No-Cost Meeting

Start Planning Your Aged Care Journey with Confidence

Aged care financial planning can be a rewarding, comforting and empowering experience with the proper support. Let’s have a no-obligation chat and see how ActOn Wealth can help you. Call our team on 1300 022 866 or leave your details in our financial planning contact form.

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Frequently asked questions

Aged care financial advice in Australia refers to specialised financial guidance and planning services associated with aged care. These include but are not limited to means testing, accommodation, management of assets, estates and expenses, government subsidies and support, taxation, family finances, ongoing budget management, etc.

An ActOn Wealth aged care adviser delivers real value very quickly.

We understand this area inside out - cumbersome, hard-to-understand policies and protocols won’t hold us up. Our in-depth knowledge and expertise of the aged care system enable us to break things down succinctly, whilst our impartiality means we only find the best results for you - not for anyone else. Our aged care financial advice takes a holistic approach and considers all other areas of wealth growth and protection to ensure you feel secure and comfortable making this critical transition.

Our aged care financial advice takes a holistic approach and considers all other areas of wealth growth and protection to ensure you feel as secure and comfortable as possible in making this critical transition.

ActOn Wealth is a privately owned boutique financial planning firm in Melbourne. Our number one focus is our clients. We strive to provide an exceptional service to help you achieve financial security and prosperity.

Head Office (Melbourne):
14/20 Commercial Road, Melbourne VIC 3004

Geelong Office:
Shop 7 Belmont Walk, Belmont, VIC Australia, 3216

13000 ACTON ( 1300 022 866 )
contactus@actonwealth.com.au

© Copyright ActOn Wealth 2024. | All Rights Reserved. ABN: 56 619 492 974 Corporate Authorised Representative of National Planning Partners Pty Ltd ABN 25 620 741 326 (Representative No. 1270401) Australian Financial Services License 503734. Squared Home Loans Pty Ltd ACN 162 675 050, Credit Representative 436415 is authorised under Australian Credit Licence 384704.

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