All We
Do is Care

Your expert guides for navigating the complexities of Aged Care and Retirement Planning.

Aged Care & Retirement Financial Advisers

All We Do Is Care

Financial Advisers

Your expert guides for navigating the complexities of Aged Care & Retirement Planning.

Moving to Aged Care? - We offer free reconciliation of statements after your move into Care, to check fees are correct.

Free Aged Care Webinar - Register Now

Register for our free online event hosted by a licensed Adviser. During the event we will discuss the process and costs involved of moving into Residential Aged Care. We will share tips for moving day, completing Services Austarlia paperwork and dealing with the facility.

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Will your funds last?

Are you drawing the right income to ensure your funds last for the duration of your retirement? Are your investments structured correctly or are you taking on too much risk?

Let us design a financial plan & investment strategy that is tailored to your specific circumstances, your tolerance for risk and the length of time that your assets need to last.

Making things simple and clear during tough times

Do you have a loved one entering Aged Care and are feeling overwhelmed by confusing acronyms and complex rules?

Let us share our knowledge and experience with you.

We understand the urgency of needing help, we prioritise aged care support and will be there when you need help, to answer your questions and guide you in the right direction.

Let us work out what financial support you are entitled, ensure your assets are structured correctly and implement strategies that will create an Aged Care journey that is financially sustainable.

Protect the value of your Estate

Structuring your assets and implementing the correct strategy can help to preserve the value of your estate and ensure ongoing costs can be easily met and sustainable over the long term.

If assets aren’t structured correctly, it could end up being a very costly mistake, that cannot be reversed.

There are lots of tricks to building the right financial strategy that we can share with you, to help avoid these mistakes.

It is truly wonderful to be able to continue to support my clients through the difficult, confusing and sometimes confronting challenges of a loved one entering aged care. Engaging with Aged Care Specialist Deb, allows me to focus on the emotional support the client values whilst having confidence of providing compliant, timely advice. I highly recommend Deb to any Financial Adviser that would like to expand their service offering into Aged Care or simply needs extra resources and support to continue to serve this sector.

I have worked alongside Debbie in the financial planning services industry for a number of years. During this time I found Debbie to provide consistent and high-quality work and Aged Care Advice. My experience with Debbie has been entirely positive and I have found her to be a reliable, flexible in her approach and an absolute pleasure to work with. In my experience with other financial advisers I have not seen Aged Care Advice to Debbie's level of detail and quality, she would be an excellent addition to your practice to help guide you through the complexities of Aged Care.

I initially sought Debbie's advice regarding my superannuation and investment portfolio to ensure i was maximising my income potential. Debbie spent some time interviewing my wife and myself in depth to ensure she understood our present financial position and our future plans. In addition to reviewing our investment portfolio and providing projections based on our future wishes, she dealt with Centrelink and updated our mygov records resulting in substantially improved pension payments. She also discussed Aged Care with us and what that could potentially look like if we needed it, this provided a huge weight of my mind knowing we were financially going to be ok.

Many thanks for the great work you did for me on my assessment which resulted in full marks from all concerned and a level 3 package for me! Well done to you and many thanks for your excellent work.

All We Do is Care