Around 10% of older Australians currently live in an aged care facility. With improvements in Medicare and our ageing population, more and more Australians will need aged care accommodation in the coming decades.

Aged care decisions are always delicate, and often involve personal dilemmas about your family home, leaving an inheritance for your children and dealing with aged care institutions. Aged care financial advice is a specialised area, requiring a full understanding of the sensitive personal and financial issues involved, and specialist knowledge of the complex financial and regulatory considerations prevalent in the aged care sector.

We offer comprehensive aged care financial advice and services that encompass issues such as:

  • Decisions regarding your family home – whether to keep, sell or downsize
  • Managing your investments
  • Liaising with aged care institutions on your behalf
  • Dealing with government departments in the aged care system

Our expert aged care financial advisor will help you understand aged care to assist you in making the right decisions for your aged care need.

Get professional Aged Care Financial Advice in Sydney today

Our expert aged care financial advisor can provide you with a customised financial plan, which will address the effect of aged care to you or your loved one’s pensions, tax, estate planning, and cash flow management.

If you work with our aged care financial advisor, you will have a clear roadmap to understand the complicated aged care fee structure. Our aged care finance professional in Sydney will walk you through the financial steps needed for entry into an aged care facility, and will assess and cost the different choices available.

At Focused Financial Advice, we want to make sure that you are fully informed before you make any decision. Aged care is a crucial step for you and your family. Hence, you need reliable guidance to make sound decisions.

John & Sandi, NSW

“After Rob had handled my late mothers financial affairs so well, that when we both retired we had no hesitation in asking Rob to handle our own financial matters. The financial planning Rob had given us has really surprised us as we had no idea what to do re investments. Rob has a passion for Financial Planning and his expertise has greatly benefited us, we have every confidence in him. We can highly recommend Rob Wynan at Focused Financial Advice.”