Advice Support Services

All our aged care financial planning services begin with an Aged Care Essentials consultation.


The first step in making confident decisions is having the right information—and that’s exactly what our Aged Care Essentials Consultation provides. From here we provide tailored options to your needs.


Aged Care Essentials Consultation

This personalised consultation is designed to help you or your loved one take the first steps in navigating the Aged Care system.


During the session, Megan will:


  • Provide clear and simple guidance on where to begin and assist in making informed decisions about the next steps
  •  Explain the Aged Care process, including available services, systems, and associated costs.
  • Provide cost estimates for Aged Care, based on the income and assets provided. 


Duration: 1 hour 

Fee: $660 (including GST)


Please Note: No personal advice is provided during this meeting.


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Strategy Paper

Supporting Informed Financial Decisions


Navigating your options and understanding how they may affect your fees and cashflow can be complex. Our Strategy Paper service is designed to simplify this process by providing a clear comparison of the choices available to you.


This tailored document helps you:


  • Evaluate different strategies side by side
  • Understand the financial implications of each option
  • Make confident, informed decisions based on your personal circumstances


Fee: Strategy Papers start from $3,850 (including GST) with final costs depending on the number of strategies being assessed


Please Note: This document contains general information only.


Personalised Advice

Comprehensive Aged Care Financial Plan


Megan will work closely with you to understand your priorities and develop a tailored financial plan. 


Key areas addressed include:


  • Analysis of options available in relation to the home and other assets to ensure that you are able to fund the cost of care into the future
  • Cashflow and asset projections for life expectancy
  • Strategies for funding the cost of care
  • Managing cashflow in your new circumstances
  • Estimating ongoing fees and expenses for aged care
  • Estate planning considerations

This service provides personalised, strategic advice to help you make confident and informed decisions about your future.


Fee: Starting from $4,400 (including GST)


Please note: This document provides full personalised advice.