How do aged care room payments work?
Compare paying a room price as a lump sum, a daily payment or a mix.
Sound familiar?
- Investing for the long term while juggling family costs
- Protecting your income and your family if something happens
- Getting your will and estate plan in place
- Helping your parents with aged care decisions
Start here
How we help
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15-minute call
A short chat about where you are and whether we can help
Cost: [PLACEHOLDER: confirm the 15-minute call is free]
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Comprehensive plan
A full review and written plan covering investments, super, insurance and estate coordination
Cost: [PLACEHOLDER: Comprehensive plan fee range]
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Aged care advice
Advice on paying for aged care for a parent
Cost: [PLACEHOLDER: Aged care advice fee range]
Advice that often helps
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Wealth protection
Protecting your family, income and lifestyle.
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Investment advice
A disciplined, evidence-based approach to investing.
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Estate planning and wealth transfer
Making sure what you’ve built carries on as you intend.
A client scenario
Illustrative example only. Names and details are made up and this is not a guarantee of any outcome.
Mia and Tom, 41 and 43
- The situation
- Two young children, a mortgage, and Tom’s mother needing more support at home.
- What we looked at
- We looked at their insurance, investing for the children’s future, their wills, and the options and costs for his mother’s care.
- The outcome
- They have a plan for their own family and a clearer picture of what aged care could cost.
Related reading
Not sure where to start?
A 15-minute call, by phone or video, is the easiest first step. We’ll listen, answer your questions and tell you honestly whether we can help. The first meeting can be in person at our Subiaco office, or by phone or video.