About

Why should you choose them?

"Our Lifestyle and Care division is a dedicated team of specialist aged care financial advisers and client support managers. We provide an end-to-end service offer for clients to help them understand the aged care environment, the journey ahead and make decisions with confidence.

Every year, our specialist financial advisers guide around a thousand prospective families through the often-complicated process of planning and structuring a move to an aged care facility. Our offices are in Sydney and Brisbane, and we provide a national service."

Points of Difference:

"Because of our unique approach, we can:

• Have a specialist financial adviser speak with prospective clients from the first phone call.

• Provide clients with an end-to-end service to help them understand the care environment, the journey ahead, and make confident decisions.

• Create a strategy paper with multi-year illustrations to help our clients understand the various financial and estate planning options available to them.

• Provide a specialised implementation service to assist our clients with their journey beginning the day they move in.

• Contribute to the betterment of the aged care journey for all people by being an active participant in the industry and sharing our knowledge by providing financial advice, education, and training for facility staff and other professionals."