Below you'll find a list of all posts that have been categorized as “Financial Advice”
We talk to a lot of families who are going through this for the first time. Mum’s had a fall, or Dad’s memory isn’t what it was and suddenly everyone’s trying to work out what happens next… not just where they will live, but how you actually pay for it. If that’s where you’re at, you’re not alone and you …
When a loved one needs to move into aged care, families are often faced with a long list of questions. How much will it cost? Do we need to sell the family home? What happens with Centrelink? What about Mum or Dad’s investments or super? Will this affect their estate? It’s no wonder so many people feel overwhelmed. The good …
One of the most common questions I hear from families is: “If Mum needs to go into aged care, do we have to sell the house?” The short answer is not necessarily. Many people assume that moving into residential aged care automatically means selling the family home, but that’s often not the case. Every family’s financial situation is different, and …
For many women over 50, money suddenly becomes something they need to understand quickly – often during some of the most emotional periods of their lives. It might happen after a divorce or after losing a partner. After receiving an inheritance or when retirement suddenly feels very real. I have seen this time and time again in my work as …
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 …
Moving a parent or loved one into aged care is often one of the most stressful periods a family will face. Decisions need to be made quickly, emotions are running high and the financial choices involved can be significant. In many cases, families are dealing with hundreds of thousands… sometimes millions of dollars, often accumulated over a lifetime. One of the …
When a parent suddenly needs aged care – whether after a fall, hospital admission or rapid health decline – families are often thrown into panic. You may be feeling overwhelmed, unsure what to prioritise, and worried about making the wrong decision. The good news? There is a clear pathway. The key is knowing what to do first – and what not to rush. …
No one wants to make mistakes when planning for aged care, especially when planning for aged care is one of the most significant financial decisions many families will ever make. The rules are complex, the stakes can be high and decisions are often made during stressful and emotional times. While every situation is different, there are several common mistakes we …
When someone in the family needs aged care, families are often feel under pressure to make fast decisions – and financial advice can feel like just another box to tick. But not all “aged care advice” is equal. Before you agree to meet with an aged care financial adviser, there are three questions you should ask first. The answers could …
As we (or our loved ones age), the need for quality specialised care and support becomes increasingly important. In Australia, various aged care services are available to provide assistance tailored to individual needs. Whether it is home care or a facility, costs can be high and funding confusing so navigating the eligibility requirements and understanding the process can be complex …
