CarePlan Advisory was established with the goal to provide guidance, support, and advice to those who are making important life and financial decisions for themselves or loved ones. We are a privately owned company, helping our clients understand the process of Aged Care in a clear and concise manner.
Understanding the future costs of your Aged Care does not have to be a daunting and complicated process. We will work with you to ensure you have full clarity and peace of mind when it comes time to move forward in your chosen care plan.
Our adviser is an FPA Aged Care Specialist with over 16 years’ experience in the financial planning industry. Through our experience and passion to help others navigate this area, we find purpose in delivering a comprehensive service and support to our clients.
We are located in the Newcastle area however we can assist families all over Australia.
We address many common topics such as;
- Selling vs renting your home
- Centrelink/Veteran Affairs pension
- Best use of surplus moneys
- RAD Vs DAP for your accommodation payment
- Taxation changes
- Home Care options
- Alternate living arrangements, Granny Flat, Retirement Village, Lifestyle Village
Our sole purpose is to step in and guide the whole family through the processed of moving into aged care or a new living arrangement. With some good planning and open conversations, we can have you all focusing on what is most important – quality family time.
Types of services we provide:
- Aged Care Financial Advice – Australia Wide
- Assistance with Centrelink – Australia Wide
