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Aged care
Moving to Residential Aged Care: Why Is an Income and Assets Assessment Required Before Going Permanent?
For some people, respite is exactly that: a temporary stay before returning home. For others, it becomes clear that returning home is no longer possible, and…
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Aged care
Aged Care for Couples: How the Fees and Pension Work When One Partner Moves Into Care
When one partner moves into residential aged care and the other stays at home, almost every aspect of the household finances shifts…
Aged care
Can I use annuities to assist with aged care fees?
Many older retirees face the challenge of funding aged care while preserving their financial security. Aged care fees can be complex and…
Aged care
The hidden challenges for concessional residents
A common cause of stress among aged care residents and their families is not always the initial fee assessment, but changes that…
Aged care
A $31,000 Burden Lifted When It Mattered Most
When Alice* first contacted me, she was trying to manage both the emotional and practical challenges of her mother’s move into permanent…
Aged care
Margaret’s journey through life’s sudden changes
Margaret and her husband had always imagined a relaxed retirement. They loved spending weekends gardening and planning family get-togethers. In late 2023,…
Aged care
When do we start the aged care conversation?
Kerri is a specialist lifestyle and care financial adviser based in our Brisbane office. She is committed to helping families navigate the…
Aged care
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…
Aged care
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…
Aged care
Why maintaining your Will is essential when entering aged care
Entering aged care marks a significant life transition. One that brings a mix of practical, emotional, and financial considerations. Amid the focus…
Aged care
Understanding jointly owned property and aged care fees
How does a jointly owned property affect aged care fees? Julie contacted us because her mother needed to enter residential aged care.…
Aged care
What happens if you can’t afford aged care?
When considering aged care for yourself or a loved one, one of the biggest questions is: Can I afford it? The first…
Aged care
Staggered entry when moving to aged care
Moving into aged care can be both an emotional and costly experience. When a couple requires care at the same time, many…
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