Preparing for aged care

We help with a range of care options

We help families with the conversations around caring for their loved one

ABOUT US

We want you to feel safe and educated in your decision-making process around Aged Care.

“When you are settled, we want you to have that nostalgic feeling that comes from looking back at an old photo, and you say to yourself, we did OK."

We offer a personalised and professional service to meet the needs of older people from all communities. Our core values of compassion, respect, excellence, and community show in everything we do.

CARING FOR YOUR LOVED ONE

You don’t have to face the prospect of preparing for Aged Care alone.

We help families with the conversations around caring for their loved one.

With professional advice and support, you can create an effective solution to suit your goals and finances.

We can help guide you through this complex process.

HOW WE HELP YOU

As your adviser, we can help you in a number of ways to make the transition into Aged Care simple and easy. Most importantly, we can help you understand the range of care options and how the Aged Care system works.

LIVING IN RETIREMENT

I want to move into a smaller home that is easier to manage and enjoy more free time to do things that are important to me.

RESIDENTIAL CARE

My family and I have started talking about moving into residential care, I am not sure about it, and would like to have more information so that I feel comfortable when the time is right.

EXTRA HELP AT HOME

I like and value my independence and living at home but feel as if I need some extra help around the place.

WELL BEING

I still live at home and want to keep in touch with friends and my local community and to be as fit and healthy as I can. Mind, body, and soul are all very important to me.

OUR ADVISERS

Karen Walmsley

Financial Adviser
and Accountant
B Comm (Acctg), CPA, FChFp, Dip FS (FP), JP

(02) 9525 2354
Email

Tom Ryan

Personal Financial Adviser
CFP, SSA, MApp Fin, BSc DipEd Aged Care
Life Risk & SMSF Specialist Qualifications

(02) 9588 6555
Email

OUR TEAM

YOUR JOURNEY

Planning the first step

Establish your priorities

Estimating fees and payment options

Your personal financial review

Improving your cashflow

TALK ABOUT US

Our business has grown through introductions by other professionals who want their clients to benefit from good financial advice, and, by our own clients, who want the same for their friends, family and colleagues. So if you know of anyone who could also benefit from our services, feel free to mention us, please don’t feel as if you need to keep us a secret 🙂

ADVICE IS PROVIDED BY OUR RELATED ADVICE BUSINESSES

AGED CARE ARTICLES