Expert Aged Care Financial Advice
With our expert aged care financial advisors by your side, you can make informed decisions that align with your financial situation and goals.
Aged Care Financial Advice
Planning for aged care can be complex and emotional, but with the right support, it doesn’t have to be overwhelming. At Inovayt, our aged care financial advice services guide you through the process, ensuring you or your loved ones receive the care they need without financial stress.
Expert Aged Care Financial Advisors to Guide You
Navigating aged care costs and requirements is a challenge for many families. Inovayt’s team of experienced aged care financial advisors can help you make sense of the financial aspects, from understanding fees and charges to managing assets. Whether you’re concerned about daily care fees or how aged care impacts your superannuation advice, we consider every aspect of your situation, offering custom solutions to bring peace of mind.
Our personalised approach to aged care financial planning ensures every decision you make is based on a clear understanding of the costs involved. We help you find strategies to protect your wealth while securing high-quality care for yourself or your loved ones.
Holistic Aged Care Advice
Aging can bring many financial challenges, from funding aged care accommodation to navigating government subsidies. With Inovayt’s aged care financial planning services, we provide clarity on all options available, helping you avoid financial pitfalls. Our aged care advisors assist you in understanding the different care options so you can select what best fits your financial capabilities.
We also consider how aged care expenses interact with your other financial goals, like securing a guarantor home loan for family members or managing retirement funds. Our advice covers every aspect, offering a holistic approach to managing aged care finances.
Why Inovayt for Aged Care Financial Advice?
Choosing Inovayt for aged care financial advice means benefiting from our in-depth knowledge and personalised service. Unlike other providers, we tailor our solutions.
Our aged care advisors make the process easier, so you can focus on what truly matters—your family’s wellbeing.
We pride ourselves on offering competitive, transparent services. Whether navigating aged care fees or looking for broader financial solutions like speaking with home loan brokers or relocation loans for moving into a care facility, we’re here to help.
Take Action Today with Aged Care Financial Planning
If you’re ready to explore your options, contact one of our expert aged-care financial advisors today. We’ll provide you with a personalised plan that makes managing aged care expenses easier. Our process is simple and stress-free, and our team is dedicated to helping you make informed financial decisions that benefit you and your loved ones.
By working with us, you’ll receive support at every step of the journey, ensuring your financial future is in safe hands.
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Our process
The initial advice process will typically involve 2-3 meetings, which can vary depending on the complexity of your situation and the advice required.
Referred to as the ‘Discovery Meeting’, the first meeting is primarily an opportunity for you to get to know your financial adviser and vice-versa.
Your adviser will use this meeting to understand your situation, your goals, and the areas where you feel you need assistance. From the adviser’s perspective, the most important aspect of this meeting is understanding your goals and what is important to you to tailor a solution that matches your situation.
As advisers, we pride ourselves on educating our clients in the relevant areas of financial planning. So, the first meeting will involve a general chat about a few financial concepts to help you understand our approach and what to consider in each area. We apologise in advance for our terrible handwriting on the whiteboard!
Following the first meeting, your adviser will begin researching your situation and analysing potential strategies that may be appropriate. Once this research is complete, we’ll schedule a second and third meeting, if required, to go through our findings and finalise the scope of advice. This step is important as it ensures both parties are aligned regarding the areas of advice and what the final recommendation may involve.
The final meeting in the initial process involves the presentation of the Statement of Advice. This document is essentially the formal recommendation from your adviser. It will include all strategies that your adviser has recommended based on their findings from the previous meetings and their subsequent research and analysis. This document will detail the advantages (and any risks to be aware of) of their advice and will explain why this strategy is in your best interest.
Following the advice being implemented, you are now an Inovayt Wealth client. You will enjoy the benefits of our ongoing services: annual review meetings, ongoing portfolio management, regular market updates and the ability to contact your adviser with queries or assistance at any stage.
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Frequently Asked Questions
An aged care financial advisor helps individuals and families understand the costs associated with aged care, plan for those expenses, and manage assets to ensure financial security. At Inovayt, our advisors offer tailored advice based on your financial situation, helping you make the best choices for yourself or your loved ones.
Aged care financial planning involves creating a strategy that covers the costs of aged care, whether for residential care or home-based services. Our advisors will work with you to understand your financial position and find the most cost-effective way to manage aged care expenses while protecting your assets.
Yes, proper aged care financial advice can help you access government subsidies and manage assets more effectively to reduce overall costs. Inovayt’s advisors will guide you through all available options to ensure you get the most value for your money.
Even if you have savings, working with an aged care financial advisor ensures those funds are used efficiently. A good advisor will help you manage your savings in a way that covers aged care costs while securing your long-term financial future.
Find an Inovayt Financial Advisor near you
Tony Stewart
Director of Wealth | Senior Financial Planner
Brendan Scott
Finance Broker
Luke Mase
Partner & Senior Financial PlannerOur team of experienced commerical brokers help you discover the right financial solutions for you and your business, so you can put your business in the best possible situation to grow, while having piece of mind.
