Aged Care Financial Advice
With you every step of the way
Aged care financial decisions can be complex and, in many cases, the stakes are high.
Our Lifestyle and Care team are aged care specialists who can assist you and your loved ones to make a challenging transition with confidence.
“We could not have got by without you and we are so grateful for all your assistance.
We truly do not have the words to thank you for all you have done. To see mum settled into permanent residential care in a facility she loves means everything to us and we thank you from the bottom of our hearts.”
– Judy and Bill
The best way to fund and manage aged care depends on your specific financial circumstances and goals. Our specialist financial advisers focus on understanding the needs of each individual and their unique situation. We guide you through the range of financial options and care support services available, anticipate issues that might arise and explain the best way around them.
Our specialist aged care financial advisers provide you with all the information and advice you need specific to your situation, covering key issues such as
- Fee structures and affordability of care
- Correct structuring of your assets and income
- Maximising your Centrelink/Department of Veteran Affairs (DVA) Pension entitlement
- Minimising the ongoing cost of aged care, and
- Decisions around keeping or selling the family home
- Intergenerational wealth transfer
“Working with Alteris felt like a team effort as I financed my mother’s future.” -Kym
The decisions you are faced with can seem overwhelming and highly emotional. We have helped thousands of families make the move with confidence, knowing that all the details are covered and the best strategy has been recommended.
“You brought great understanding and relief.
I really appreciate the time you spent with us explaining the financial outcomes for them entering aged care and answering our questions. But what I mostly appreciated was how you listened, and acknowledged Frank’s stories, which sometimes took us slightly off track. You are a true gentleman.”
“The decisions that I was being asked to make were so complex and confronting that I was both physically and emotionally at the end of my tether.
I don’t know how we would have managed without your support. Your care, kindness, compassion and technical expertise produced a dream outcome way beyond anything we had hoped for. We owe you a debt of gratitude that is unlikely ever to be repaid.”