Are you considering aged care services for a family member?

The decision to move a loved one into aged care can be complex, stressful and sometimes urgent. The options and costs differ from person to person, having a plan can help you reduce costs and maximise benefits.

Questions about aged care and unfamiliar terminology

Refundable accommodation deposits, daily accommodation payments, income-tested fees and ACAT assessments are unfamiliar terms to someone navigating the aged care system for the first time. There are many financial questions that need to be addressed; what should we do with the family home? Will this affect Dad’s pension and how can we afford this?

How we help clients

We understand some of our clients aren’t mobile, so we offer a home visit service from Brisbane to the Sunshine Coast and the Gold Coast. As the world changes so do we, so for those who would prefer no face to face meeting, we offer an express online service or video conferencing. If you need to access quality, accurate expert advice we have a service to cater to your needs.

Our aged care planning services include:

  • Explanation of the process involved – from ACAT assessment through to moving in and ongoing support.
  • Assistance with assessing various financial options and how they will impact fees and age pensions.
  • Assessing and managing cash flow in relation to ongoing aged care fees and personal expenses.
  • Advice on the financial impact of selling or keeping the family home.
  • Completing any required paperwork for Centrelink / DVA – Age Pension and assets and income testing.
  • Liaison with providers, facilities and Centrelink on your behalf.
  • Review of your financial situation (including aged care fees and pension entitlements) for clients already in care.

If this is an area that is of interest to you, your family or your business, please contact Andrew Buchan at


Aged care brochure
This guide provides the basics. You will understand the steps you need to take, where to find answers and how your financial adviser can help you make an informed decision.