Our aged care specialists take into account you or your loved one’s personal situation and provide up to four different scenarios for your consideration via a detailed document (Strategy Paper). We do this in two stages: 
 

Initial appointment

You’ll have an initial consultation with one of our aged care specialists. This meeting will help us understand you or your loved ones needs and explore your options by: 

• conducting a financial assessment  
• discussing any cashflow implications 
• considering the potential Centrelink implications  
   

Detailed assessment and creation of your Strategy Paper 

Our aged care specialists will then conduct a thorough assessment to help you or your loved ones understand the costs and available financial support. Once your specialist has completed the assessment, you’ll receive a Strategy Paper that will:

• include up to four scenarios for you to consider 
• present tax outcomes according to each scenario 
• address questions like what to do with the family home and estate 
• explain how to pay for aged care costs 
• look at the impacts of splitting up couples and how to best care for the person at home. 

The second service involves our aged care specialists discussing the scenarios outlined above, and providing their recommendation on the best option for you and your family.  

This service provides a guided, step-by-step walk through to help you understand your options. This also gives the aged care specialists the opportunity to answer any questions you might have, so we can help you navigate the aged care system confidently.  

This session will help you to make the best possible choice for the future care, security and happiness of you and your loved ones.