Helping older Australians live their best life

we help seniors plan for retirement and beyond

Will I have enough money?

It's no surprise that retirement can be both exciting and scary at the same time. Our aim is to remove the worry out of retirement and ageing so you can relax and enjoy this exciting new phase in your life. You've earned it!

How will I afford the care I need? 
Do I have to sell my home? 
How will my pension be affected?

When you plan your retirement and future care needs with us we are with you throughout the entire process. As Centrelink and Aged Care experts, we will explore all the options available to you so you don't miss out on any entitlements due. 

We help you to avoid costly mistakes that unfortunately occur with planning for current and future care needs, so you can make an educated and informed decision. We can ensure that the entire family is on board, avoiding unnecessary conflicts.

Living Independently

We Plan for retirement and beyond. Together, we explore all the options available to support you living independently for as long as possible.

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Financial Planning

We Invest in your future. We can help you structure your financial affairs to ensure that you get the most from Government entitlements.

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Residential Aged Care

We Care about you. We give you control over where you live and certainty about the best way to fund the care that you need.

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More about us

We are Aged Care and Centrelink Specialists.
We can help you  maximise your pension and  minimise the costs of care, providing peace of mind for you and your family. 
Together,  we plan for your future so you can get on with today.

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Our services

  • Aged Care fees explained
  • Understand your fees
  • Cash Flow & Projections
  • Form Filling
  • Dealing with Centrelink
  • Negotiation with Facilities
  • Full Financial Reviews
Learn more

84.6

The current life expectancy for an Australian male

48%

The chance of requiring aged care for a 65 year old male

87.3

The current life expectancy for an Australian female

68%

The chance of requiring aged care for a 65 year old female

the importance of aged care planning

Aged Care can be very complex and overwhelming. Don't risk making a costly mistake. Call us today for expert advice and guidance.

Phone 
(03) 8526 8961

Disclaimer:  This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of this document.