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Our Services

Aged care advice – it’s all we do

We provide you and your family with clarity and peace of mind by simplifying the complexity of aged care decisions. All we do is aged care advice. This means your objectives and goals for the care needs of your ageing relatives are met in an uncompromised way. Our role is to project manage the transition, guide you through the complexity and assist you whenever you need help.

How we can help you

The financial and care strategies we develop are relevant whether you are a self-funded retiree or a full aged pensioner. They are designed to maximise pension entitlements, minimise means tested fees and preserve the value of the estate. We project your cashflow and identify how you can fund longer term care in the most effective way.

Our advice may also include


Lodging means-tested Centrelink forms


Making decisions around the family home (sell, rent or simply retain)


Consideration of Estate planning issues


“Andrew’s advice was invaluable in navigating our way through a complex situation and deciding on the right outcome for my mother. His patient, steady manner and clear explanation of our options was especially helpful at an otherwise stressful time.”

Ann Bartlett