Is the RAD fully refundable? By Rhys Foan Financial Adviser, Lifestyle and Care Rhys is an experienced aged care financial adviser who helps families understand their options and make confident decisions during the transition into care. Understanding the refund rules...
A $31,000 Burden Lifted When It Mattered Most By Ronald Tyler Financial Adviser, Lifestyle and Care As a specialist adviser, Ronald explains the financial options available for a client’s unique situation when they need to move to care, and helps people every step...
Margaret’s journey through life’s sudden changes By Kerri Mendl Managing Adviser, Lifestyle and Care Kerri is a specialist lifestyle and care financial adviser based in our Brisbane office. She is committed to helping families navigate the transition into...
When do we start the aged care conversation? By Kerri Mendl Managing Adviser, Lifestyle and Care Kerri is a specialist lifestyle and care financial adviser based in our Brisbane office. She is committed to helping families navigate the transition into aged care or...
How changes to the income assessment affects older Australians The Australian Government has increased the rates used to assess income from financial assets for the Age Pension and other income support payments. For families supporting an older loved one, this change...
How upcoming aged care fee changes may affect you From 1 November 2025, the new aged care reforms come into effect. While many new residents will face higher costs under the new rules, what does this mean for the 220,000+ people already living in residential aged...
