Aged Care
Consultation

Why book an Aged Care Consultation?

The need to consider aged care options often arises during a time of medical and emotional upheaval.

A specialist aged care adviser can help you and your family feel more confident making financial decisions, while providing reassurance and guidance on what to do next.

Our Aged Care Consultations are designed to help families navigate the complex financial consequences when a loved one is transitioning into aged care. We provide clear explanations and guidance around how care fees are calculated, how best to meet the costs of care, the consequences of selling or keeping the family home, and the impacts on age pension entitlements.

We will help you make informed choices and avoid common pitfalls. This means you can approach aged care decisions with greater confidence knowing that your loved one’s financial wellbeing is being carefully managed, allowing you to focus on their care.

During a convenient 55-minute video call, a specialist adviser will:

Answer your aged care questions
Help with navigating the complex fee structures
Sell or keep the family home? – What to consider
Age Pension – potential changes, and maximising benefits
Provide guidance on actions and next steps

Book a consultation

What Customers say about Retirement Essentials

Best advice I have received over the last 3 years. Very professional and knowledgeable taking us through a number of different scenarios and built on Nicole’s earlier work.

Targeted and time effective. Got straight to the point, defined our queries and answered them, with options presented concisely and candidly.

Friendliness, knowledge and ability to allay my concerns with solutions conveyed in easily understood plain English.

Learn more about what this consultation offers and if it’s right for you

In our work with thousands of Australians we have found most are able to make some simple changes that can improve their financial circumstances. Changes that can result in them getting more Government entitlements, ensuring they take advantage of the often complex rules surrounding super or gaining confidence with their retirement plans.

However, we also know it can sometimes be confusing and difficult to get started. Which is why we are offering limited opportunities to have a quick obligation free 10 minute call with one of our Advisers.

Please note as these calls are a free service, they are only available to callers within Australia. You are welcome to call us on our international number +61 2 8067 9222 and our dedicated customer care team will be able to answer any questions you may have.