Aged Care Advice

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Aged Care Financial Advice


What does a financial adviser for aged care do? If you or your loved one has received an aged care assessment, or is likely to require residential aged care, we can provide specialist financial planning that addresses the impact of aged care on pensions, tax, cash flow, and estate planning. Visit our FAQs on Aged Care for more detailed information.

Our entire advice process focuses on Australian seniors. Based on our experience, there are three key aspects of aged care financial advice:

  1. Funding aged care accommodation
  2. Minimising the costs of aged care accommodation
  3. Keeping or maximising aged pension entitlements

SAVE MONEY
Our aged care financial advisers can help you save on fees associated with nursing homes and residential aged care. We can help you keep or maximise pension entitlements, and navigate how best to fund aged care accommodation.

MINIMISE STRESS
Our expertise lies in our strategic and deep understanding of tax and financial structures, ensuring that our advice is holistic by nature. At Smart Private Wealth we can assist with finance structuring to make aged care more affordable and minimise financial stress.

SAVE TIME
We'll provide caring, prompt and intelligent advice, so you can access aged care when you need with a complete understanding of your financial position.

Live the life you imagine.

At Smart Private Wealth we're here to ensure you're well prepared to live a lifestyle you love.

Our financial advisors can help to guide you through this process and ensure peace of mind when planning for the future – regardless of what stage in your working life you’re at.


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