Making Work Optional
- Aged Care Financial Advice and Transition Support
Aged Care Financial Advice
- Aged Care Financial Advice and Transition Support
Make aged care decisions with confidence and care
Moving a parent or relative into a nursing home or aged care facility can be overwhelmingly difficult. You’re worried for your loved one’s physical and emotional safety, and you have to make significant financial decisions while feeling stressed and mentally exhausted.
Aged care options and fee structures are often highly complex and it’s difficult to find the answers to your questions. You don’t want to make the wrong choice, but you’re under pressure.
RFS Advice’s specialist aged care advice team is here to support you every step of the way. We’ll guide you through the process, explaining things in plain language and making sure all the details are taken care of.
All the ribbons tied
You won't have to worry about the paperwork or red tape. We'll deal with Centrelink, complete the necessary forms and liaise with the aged care facility – so you can devote your energy to your family.
Keep your family's wealth safe
Keep your loved one’s hard-earned money safe. We’ll help you make sure you aren’t giving more than necessary to the aged care facility or the government.
A sustainable solution
Feel confident knowing your loved one will receive the best possible care, and that you have sufficient funds set aside to support them for as long as needed.
- Our expertise
Whether you choose in-home care or an aged care home, we help you review your options by breaking down the fee structures so they are simple to understand.
Avoid more financial stress with a personal assessment of your situation. We help you get the best care with cost-effective strategies.
We can look after the complicated forms and lengthy applications so you can focus on caring for your loved one.
Get clear guidance every step of the way, from understanding government subsidies to structuring your loved one’s assets.
Make informed decisions about whether you sell or keep the family home. We help you consider the impact on aged care fees and your estate.
Changes in your loved one’s circumstances can affect an estate plan. We help you manage the adjustments that are needed, whether it’s wills or powers of attorney.
Know your options around gifting or transferring assets so you can minimise fees and protect the inheritance.
Whether you choose in-home care or an aged care home, we help you review your options by breaking down the fee structures so they are simple to understand.
Avoid more financial stress with a personal assessment of your situation. We help you get the best care with cost-effective strategies.
We can look after the complicated forms and lengthy applications so you can focus on caring for your loved one.
Get clear guidance every step of the way, from understanding government subsidies to structuring your loved one’s assets.
Make informed decisions about whether you sell or keep the family home. We help you consider the impact on aged care fees and your estate.
Changes in your loved one’s circumstances can affect an estate plan. We help you manage the adjustments that are needed, whether it’s wills or powers of attorney.
Know your options around gifting or transferring assets so you can minimise fees and protect the inheritance.
Get help making a safe, secure and sustainable choice for your loved one.
We know this is a difficult and emotional time, so let us handle the complex financial and
administrative tasks for you. That way, you can focus on what really matters – being there
for your loved one as they go through this transition.
Frequently asked questions
RFS Advice can help you solve this problem, by helping you use government subsidies, investment income, structured financial plans and home equity to fund aged care while preserving retirement savings. Our financial planners ensure a sustainable financial approach.
A tax and financial adviser can help you reduce tax burdens, structure assets efficiently and optimise income streams to fund aged care while protecting long-term wealth.
Selling property may trigger capital gains tax, impact pension eligibility and influence estate planning. Our specialist aged care financial advice team offer tax-efficient strategies to minimise financial consequences.
Financial advice for seniors can help you achieve financial security through structured asset management, sustainable income planning and maximised aged care benefits.
What Clients Are Saying About Us
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