Often, when the time comes for a loved one to enter aged care, it happens quickly. You’re suddenly faced with big emotional decisions… and just as many financial ones. That’s where aged care financial advice comes in – but if you’ve never been through this process before, it can feel overwhelming trying to work out where to start and who to trust. Here’s exactly how it works when you work with us.
Start with a simple phone call
Your first step is easy – just call and have a chat with Claudia. There’s no obligation. It’s simply a chance to talk through your situation, ask questions and see if you feel comfortable moving forward.
Claudia is known for being warm, practical and easy to talk to and for many families, that first conversation provides immediate clarity and relief.
Choose how you’d like to meet
We understand that everyone’s situation is different, especially during times of change.
That’s why we offer flexible meeting options:
- Meet in our office
- Meet in your home
- Meet online via video
Whatever feels easiest for you and your family, we’ll work around it.
Get your information together (we make this easy)
After your initial call, we’ll send you a simple checklist. This outlines exactly what we need – no jargon, no confusion. Just a clear guide to help you gather the right financial information so we can give you accurate, tailored advice.
Your first meeting with Claudia
This is where things really start to come together.
In your first meeting, Claudia will:
- Talk you through how aged care fees actually work
- Explain how your finances will be impacted
- Help you understand what this means for your loved one – and your broader family
Aged care advice is a niche area, and it’s one we specialise in. We break everything down into clear, easy-to-understand language so you can make confident decisions.
Understanding your financial position
Next, we map out your full financial picture.
This includes:
- Assets
- Income
- Estate considerations
Once we understand your true position, we can outline your options and strategies – clearly and simply.
Maximising your entitlements
This is where experience really matters. We work closely with the rules around Centrelink to ensure your finances are structured correctly – helping you access the maximum entitlements available. Many families don’t realise how much difference this step can make.
Moving forward with confidence
Once everything is clear, you can confidently move forward with choosing an aged care facility. If you haven’t started this process yet, the Australian Government’s My Aged Care website includes a provider comparison tool to help you explore your options. At this stage, decisions feel much easier – because you understand exactly where you stand.
We know this can be an emotional and overwhelming time. You don’t have to figure it all out on your own. Start with a simple phone call. Have a chat with Claudia. Ask your questions. Get a feel for how we can help. Because once you’ve had that conversation, you’ll have clarity – and a clear path forward.
