Financial in Boronia, Victoria 3155
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Advisors & Professional Services
Perth Aged Care Financial Advisers
Provided by
Perth Aged Care Financial Advisers
Perth Aged Care Financial Advisers are here to assist with navigating the complexities of residential aged care. Our personalised approach is proven to make a real difference, whether it be for yourself or a family member. Our goal is to help manage your family's finances wisely and avoid costly mistakes. Our specialists ensure you understand the intricate and ever-changing rules of aged care fees, alleviating stress for families during this challenging time. Trust us to guide you through a stress-free transition into residential aged care, ensuring peace of mind.
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Make a plan, it's a safe bet
Pre-planning your funeral gives you the opportunity to pay in advance and remove the financial burden from your loved ones when it comes time to say goodbye.
Guardian Plan allows you to agree a cost for your funeral at today’s prices, which may save you thousands. And while the price is locked down, you’re free to move. Your Guardian Plan prepaid funeral can be transferred to over 240 locations around Australia.
What are the benefits of pre paid?
A Guardian Plan pre-paid funeral won't only give you peace of mind, it can also save you money with our lock-in price that won't change with inflation. The price depends on what you choose for your funeral. Most people spend around $6,000 - $15,000.
Lock in price
We believe everyone deserves to say goodbye with respect and dignity, regardless of their financial situation. That’s why we’re helping Australians secure today’s prices, for tomorrow’s funerals.
Flexible Payment
While your initial cost will depend on your inclusions, there are no additional fees once you've paid in full. You can pay in full or pay an initial 30% contribution, followed by monthly instalments over 36 months. The choice is yours. Monthly instalment payment is not available for packages, full payment is required at the time of arranging your pre-paid funeral.
Simple paperwork
You can expect a straightforward and quick application process, with no extensive paperwork or health checks required.
Tailor your plan
A prepaid funeral means your loved ones won’t have to worry about making the right decision. It’s a simple way for them to say goodbye in a way that reflects you, your life and your budget.
Pension and entitlements
The Australian Government uses asset tests to determine pension entitlements for a retiree. As Guardian Plan is exempt from these tests, it’s a simple way for seniors to maintain their current age pension benefits.
Security
All payments are held securely by The Over Fifty's Guardian Friendly Society, under APRA regulation.
Guardian Plan is a funeral bond issued by the Over Fifty Guardian Friendly Society Limited (the Society) ABN 81 087 649 063 AFSL 524353. InvoCare is Australia’s leading provider of funeral, cemetery, crematoria and related services. Funds invested in the Guardian Plan are generally non-refundable and must be used to pay for funeral expenses. Terms, conditions and eligibility criteria apply. Before deciding, please read the Guardian Plan Product Disclosure Statement (PDS) and Target Market Determination at guardianplan.com.au, or by calling 1800 220 888. Consider whether this product is right for you and whether it meets your financial objectives and needs.
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Advisors & Professional Services
ACA PrimeCare Financial Planning
Provided by
PrimeCare Financial Planning
Aged Care Advisers Australia Wide!INDEPENDENT AGED CARE SPECIALISTS SINCE 2007Interactive Video Consultations Also Available! "Aged Care Financial Specialist Australia Wide"
Financial Consultations & Advice
Expert Centrelink & DVA ServiceHome Care Options Explained
Aged Care Accommodation Placement Service
RAD & Fee Negotiation.
We Don't Do Anything Else!How does the 2025 Aged Care Reforms Impact you?Higher RADs * RAD Retention * Higher Fees!Book an appointment with our aged care experts to find the mosteconomical way forward for your loved one!Contact us on 1300 853 875 or enquire@primecarefinancial.com.auThe PrimeCare Commitment to You:
Flat Fee ConsultationsMinimise your means tested care fee
Explore all options to maximise your Centrelink / Veterans Pension
Explain the fees, charges and entry and exit costs
Explore options to retain the family home and finance the accommodation costs
Illustrate the financial implications if you sell the family home
Compare a range of cash flow scenarios to ascertain the most affordable option
Complete and lodge the Centrelink forms – to save you time
Explain all the savings available for self-funded retirees
Make all information clear and easy to understand via an information road map
Empower you to understand the aged care maze.
You're sure to find one of our expert independent advisers near you! Our Offices:Ballarat * Bentleigh * Camberwell * Dandenong * Geelong Heidelberg * Mt Eliza * Ringwood * Sunshine * Templestowe Australia Wide, Video Consultations also available!FAAA CFP® AFP ProfessionalsHolder of our own Australian Financial Services License No. 473141
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About Us
We’re a team of experienced aged care specialists dedicated to helping families across Australia make
sense of the aged care system.Our services include:
Assistance with Centrelink and aged care documentation Guidance on care options, fees, funding, and eligibility
Support with transitions into residential aged care or home care packages
Clear explanations of your rights, obligations, and options under Australia’s aged care framework
We also stay up to date with ongoing Aged Care Reforms — including the Support at Home program
and new residential care standards.
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Aged care financial advice is a highly specialised field in which most financial planners only have a limited understanding. Alters' specialist lifestyle and care financial advisers are aged care specialists and are highly skilled to assist you or your loved one to make what can be a challenging transition with confidence.
We can provide you with all the information and advice you need to make an informed decision, covering key issues such as, fee structures and affordability of care, correct structuring of assets and income, maximising Centrelink/DVA Pension entitlement, and decisions around keeping or selling the family home.
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Need Help?
Do you have parents or friends who have trouble living independently, or caring for themselves?
Have you been told that your loved one requires full time care and needs to go into an Aged Care facility?
Are you unsure of the charges relating to Aged Care or concerned about ongoing fees?
Are you unsure as to how to pay for or find the money for an advertised accommodation payment to get a parent or loved one into care?
Do you want to ensure Centrelink or DVA benefits are maintained or maximised?
Let me help you navigate through the maze of information and formulate a plan, to meet all your Aged Care needs, in an easy to understand and compassionate manner
How I Can Help!
Financial Planning advice for living in Aged Care
Strategies for entry into Aged Care
Income and Expenditure Analysis for living in Aged Care
Centrelink/DVA analysis and eligibility
Discussions with aged care provider regarding entry and ongoing care fees (if required).
Contact me today for a no obligation, complimentary, initial consultation.
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Community Services, In Home Care, Advisors & Professional Services, Products & Equipment, Therapists & Health Specialists
Aunty Grace
Provided by
Aunty Grace
With Aunty Grace, You're Always in Good Hands
Care you can trust, Great value, Services you can rely on, Always! If you’re looking for a Support at Home Provider that provides you with better care and value, call Aunty Grace.
With Aunty Grace, you can expect:Great Value - Aunty Grace has highly competitive fees due to our great service delivery partnerships and efficient systems. This allows us to focus on the things that improve your experience and quality of care, rather than administration and paperwork.More Services - You can count on Aunty Grace's service reliability! We deliver over 98% of services with a worker that is hand-picked to meet your needs and preferences, a figure that is unmatched in the industry.High Satisfaction - We're proud to uphold our commitment to exceptional client experiences. Our clients receive regular communication, timely schedules and statements as well as monthly check-ins from their local Care Partner. For better care and support at home, call Aunty Grace today!
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My Care Path helps elderly Australians, their carers and families, navigate, select and access the best aged care to meet their needs. Whether considering government or privately funded options, home care, residential aged care or retirement living.Our services include:
An initial conversation to understand your unique situation
Shortlisting aged care services to match your needs
Explaining fees and charges within aged care
Negotiating options and fees as your advocate
Assistance with Centrelink and admission paperwork
Support accessing and understanding ‘My Aged Care’
Please call 1300 755 702 or fill out the contact form below to receive a call back.
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Advisors & Professional Services
Well Placed Care - Independant and Personalised Aged Care Specialists
Provided by
Well Placed Care
Well Placed Care are independent & personalised aged care specialists.
Often when care needs arise it can be a very emotional time for all involved. The time & knowledge required of you, or family members to obtain documentation and find appropriate care is often limited. We know that many of the processes involved in the aged care system can be complex and time consuming. By letting us take care of all the necessary details, you and your loved ones will have the time to concentrate on oneself and each other.
We encourage future planning to enable a proactive approach and ensure efficient, informed and gentle advice for your aged care requirements.
We have positive long term relationships with many care providers and are able to secure various discounts and priority placements.
Our services are here to assist and guide you through each step, from assessments, home care and residential placement including a 1hr appointment with our financial advisor and a post placement wellbeing follow up.
Our extensive knowledge of the industry will enable you to make informed choices when it comes to making decisions that are life changing and ultimately positive.
We are able to assist with all types of aged care including home care, respite, permanent care, emergency, transition, people living with dementia and couples care.
We have proven skills and experience in matching your family’s needs with an appropriate care provider.
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At Real Estate Care Service, we understand that entering into care can be a very traumatic and life changing experience for many individuals and their families; particularly when that process involves selling the family home.
As vendor advocates, our services are specifically tailored to help families and powers of attorney understand and manage the process of selling a property, following a loved one entering into care.
With an in depth knowledge of the financial implications of entering aged care, our team understand the importance of obtaining a realistic appraisal to correctly determine the type of accommodation bond and fees one pays in aged care.
Which is why we pride our key strength on selecting not only the best agency, but the best operator within that agency. Whether it be for an appraisal to complete an aged care asset assessment or to sell a home, the right agent matters.
Looking to sell - With over 10 years’ experience working with the aged care industry, our dedicated team are here to help from start to finish, including preparing the property for sale, sourcing the right agent, managing the campaign, conducting the auctions, right through to settlement.
Assisting and working with individuals and families at this testing and transitional time is our passion. We are committed to helping you achieve a hassle-free outcome, at no extra cost to you.
Do you need to sell a property to enter aged care?
Has someone you know entered aged care and you need to sell their property?
Do you require a FREE appraisal for your Assets Assessment?
To find our more click on the ‘View Website’ button or call
Support at Home Program, Products & Equipment, In Home Care, Advisors & Professional Services
Calvary Home Care Melbourne Service Centre
Provided by
Calvary
At Calvary, we have been supporting people in their own homes and communities for over thirty years. We deliver a range of home care services including aged care, disability and other support services that enable independence, improve social connections and promote positive health and well-being.
All Calvary clients benefit from:
• 24/7 clinical care advice from registered nurses, including holidays.
• Home services available seven days a week, with options for overnight stays and respite.
• Dedicated local Case Managers for in-home support and guidance.
• Experienced, trusted support staff, all police-checked.
Calvary Home Care services provide a range of flexible services, including:
• Personal Care - Assistance with daily activities like bathing, dressing, and grooming to maintain comfort and dignity.
• Domestic Assistance - Help with household tasks, such as cleaning and laundry, to maintain a tidy and safe home.
• Transport Assistance - Support with transportation for appointments, errands, and social engagements.
• Social Support - Companionship and engagement to reduce isolation and build social connections.
• Flexible respite - Relief for family caregivers, providing time to recharge and take a break.
• Gardening – Light gardening services to keep outdoor spaces safe and enjoyable.
• Allied health services - Access to physiotherapists, occupational therapists, and other professionals to enhance well-being.
From recovering seniors to individuals living with chronic conditions, Calvary home care provides a unique opportunity to heal and thrive in an environment that nurtures both physical and emotional well-being.
Family members find peace of mind knowing their loved ones are in capable hands, without the stress of frequent hospital visits or the upheaval of relocation.
Calvary is committed to delivering excellence in clinical quality and ensuring the highest levels of patient, resident and client safety in the community.
Advisors & Professional Services
Financial Success SA - Aged Care Specialists
Provided by
Financial Success SA
We understand that arranging alternative accommodation for a loved can be a daunting and stressful time. As specialists, we have the knowledge, experience, and professional skills to help you. It is our role to guide you through the overload of information and uncertainty, helping you to achieve the best outcomes for your family and loved ones.
We can help you with the following:
• best option for paying the entry fees
• confirming affordability of care
• best option for the family home
• best option for your income & assets
• maximising Government entitlements
• minimising ongoing costs
• maximising inheritance• completion of forms
• negotiations
• written financial advice
• staying on track
Contact: Denise Kipling on (08) 8223 6880 or email her by clicking on the 'Send a message' button. To find out more click on the 'Visit Website' button. * Denise Kipling is a Certified Financial Planner, FAAA Age Care Specialist, Accredited Aged Care ProfessionalTM, holds a Graduate Diploma in Financial Planning and has been providing Aged Care Specialist Advice since 2006; and a Member of Financial Advice Association Australia (FAAA). *Denise Kipling is an Authorised Representative No 235861 of Financial Success SA Pty Ltd ATF the Financial Success Trust ABN 68 114 614 838 t/as Financial Success specialising in Aged Care Financial Advice is a Corporate Authorised Representative No 235520 of InterPrac Financial Planning Pty Ltd AFSL 246638 ABN 14 076 093 680.Testimonials:'It has been such a relief having Denise help us with the finances for mum and dad over the past six months. She has an extensive knowledge of the ins and outs of aged care and provided us with a wide range of options which enabled us to make informed choices in regard to property, shares and investments. On top of this she showed a keen interest in mum and dad's well-being. We appreciated her understanding, patience and thoughtfulness during this challenging time.'Helen R.The advice contained within this document does not consider any persons’ objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product, persons should assess whether the advice is appropriate to their objectives, needs or financial situation. Persons may wish to make this assessment themselves or seek the help of an adviser. No responsibility is taken for persons acting on the information within this document. Persons doing so, do so at own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Unverified
OZPLAN FINANCIAL SERVICES, ASSISTING YOU IN EVERY STAGE OF LIFE
Ensuring the appropriate investment and management of your savings and assets is an ongoing task beyond your initial retirement and sound advice continues well into your senior years. Changes to lifestyle, health and medical requirements lead many seniors to elect to relocate or downsize their home.
Some choose to enter into a retirement village to take advantage of the additional facilities available to compliment their lifestyle whilst some people, due to health, are required to make residential changes including entry into assisted residential care or taking up accommodation with family. These changes can have a significant financial impact and OzPlan Financial Services provides a number of financial solutions to assist with the administration of this process.
Aged Care - our services include:
Reviewing your current financial position and determining the financial impact of relocation plans.
Reviewing how Centrelink or Department of Veteran Affairs (DVA) entitlements may be impacted by changes to home residency.
Identifying strategies to maximise social security entitlements where and when appropriate.
Structuring financial assets for ease of ongoing client administration.
Discussing the financial impact to an estate and beneficiaries and working with your solicitor to develop a suitable estate plan.
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Advisors & Professional Services
Muirfield Financial Services
Provided by
Muirfield Financial Services
Aged care can be a confusing area. Muirfield Financial Services can help.
We Specialise in Aged Care adviceMaking the decision to enter aged care can be a very emotional one and once needed, people often find the complexity of aged care overwhelming. Having to make the difficult decisions during such a stressful and emotional time can adversely affect the person entering care over the long term.
Our Accredited Aged Care Professionals™, can help you determine the costs applicable to your chosen facility, the impact on Centrelink entitlements, options for the family home, and cash flow strategies to ensure living needs will be met.
Individual circumstances will influence Aged Care fees and strategies. It is important any advice obtained is specific to the person entering care, prior to a decision being made.
How we can Help?While Centrelink will advise you only of Centrelink consequences and Aged Care Facilities offer information about the costs of Aged Care, we help you put all the pieces together within the specific framework of your personal situation. Once the decision has been made to move to permanent care, Muirfield can clarify what fees will be payable. We provide specific advice on the following:
Refundable Accommodation Deposits (RAD/RAC) or Daily Accommodation Payments (DAP/DAC)
Daily Care Fee
Means Tested Fee
Extra Service Fees
Options for the Family Home
Maximising entitlements from Centrelink or Department of Veteran Affairs.
Financial Planning advice which captures your personal situation and provides peace of mind is essential prior to making any decisions regarding aged care.
To get the support you need, visit us online atwww.muirfieldfs.com.au/aged-care or call us on (03) 5224 2700.
About MuirfieldFor over 30 years Muirfield Financial Services has been helping people gain financial security and certainty over their future. Our focus is to deliver quality and easy to understand financial advice.
In choosing to partner with Muirfield Financial Services you will gain access to a financial planning practice who understands the value of professional advice, integrity and service.
We have helped families and individuals Australia wide make informed choices about their financial futures. These clients continue to benefit from our ongoing relationship and advice and have the freedom to enjoy a life less stressful. With offices in both Geelong and Torquay we can assist you at a location convenient, or online. For families outside these areas we offer phone conferencing, video conferencing and email communication to ensure your advice needs can be met.
Muirfield Financial Services was one of the first financial planning practices in Victoria recognised as a Professional Practice by the Financial Planners Association of Australia (FPA). Being a FPA Professional Practice sets Muirfield apart as a leader and role model for financial planning within the community.
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Advisors & Professional Services
Senior's First Free Guide to Aged Care Finance
Provided by
Seniors First Specialist Finance
Free guide makes aged care finances easySeniors First is an award winning provider of financial solutions to seniors and the aged. Through their national alliance with Genesys Wealth Advisers, they’ve established a network of specialist aged care finance professionals who guide residents and their families through the complex world of aged care, delivering better financial outcomes with real benefits.
In response to feedback from aged care industry, they’ve now published Your Free Guide to Aged Care Finance. This unique booklet is written in clear, simple language & provides residents and families with an easy-to-understand summary of the options for payment of aged care costs, with real life examples.
A big time saver for admissions staff, the guide ensures your residents are wellinformed and is perfect for information packs.
Seniors First will refer you to Genesys Wealth Advisers for provision of financial planning services or advice, as Seniors First is not licenced to provide financial advice. In respect of customers Seniors First refers to Genesys, Genesys pays SeniorsFirst referral fees (see Genesys’ Financial Services Guide for more details). Genesys Wealth Advisers Limited ABN 20 060 778 216 AustralianFinancial Services Licence no. 232686 Principal member of the FPA
Aged Care Guide is endorsed by
