Sydney Aged Care Financial Advisers

Sydney Aged Care Financial Advisers Sydney Aged Care Financial Advisers are the experienced caring team of finance professionals you are Even they often find it overwhelming.

Sydney Aged Care Financial Advisers are the experienced caring team of finance professionals you are looking for. We pride ourselves on providing fast, cost-effective advice that makes a real difference to people’s lives. Entry into aged care can be a challenging time for both the person, and their family. The finances are notoriously complex, with possible implications for:

-keeping or selling t

he family home
-aged care facility fees
-aged pension
-investment income
-land tax, capital gains tax
-intergenerational wealth transfer

Most financial planners and accountants have only a limited -understanding of aged care financial advice. It is very much a ‘niche’ that demands full attention and hands-on experience. Sydney Aged Care Financial Advisers are your age care financial specialists. Your loved one’s aged care needs are the sole focus of our advice process. Our experience tells us there are 3 core elements to aged care advice:

1. Funding the Refundable Accommodation Deposit (RAD) efficiently
2. Retaining or maximising any aged pension entitlements
3. Minimising, as far as possible, fees payable to the aged care facility

We are committed to ensuring our clients receive quality, personalised advice so we can eliminate the stress that comes with this often complex family decision. Sydney Aged Care Financial Advisers is a Corporate Authorised Representative of Harbour Financial Group Pty Ltd ABN 86 632 080 838, AFSL 515518.

12/08/2025

Aged care fee changes November 2025: What you need to know:

Great info to consider here. 'How do I handle it if my parent is refusing aged care? 4 things to consider.'
30/01/2024

Great info to consider here. 'How do I handle it if my parent is refusing aged care? 4 things to consider.'

You’re worried and you want to see them well cared for. You’ve tried to talk to them about aged care but been met with swift refusal. Now what?

Age Care Facility Fees. If you have no assets you are fine. If you have lots of assets you are fine. If you have $200k -...
24/03/2022

Age Care Facility Fees. If you have no assets you are fine. If you have lots of assets you are fine. If you have $200k - $500k in total assets you will really struggle.

Under the “Plan B” proposal, each resident would pay a daily “rent” based on what their assets showed they could afford.

Age care financial advice makes a real difference. "Would you pass this financial literacy quiz? Many won't – and it's a...
02/02/2022

Age care financial advice makes a real difference. "Would you pass this financial literacy quiz? Many won't – and it's affecting expensive aged care decisions"

We measured financial literacy among 589 informal carers that substantially helped an older person make a decision about paying for residential aged care. Less than half were financially literate.

10/12/2021

Individuals can now book a face-to-face appointment with a Government Aged Care Specialist Officer (ACSO) to seek detailed assistance with aged care matters.

An Aged Care Specialist Officer (ACSO) is part of My Aged Care face-to-face services. They can help with your aged care matters.

Is it worth selling my house if I'm going into aged care? Great Blog here by Colin Zhang . https://buff.ly/3gmH8tq
15/06/2021

Is it worth selling my house if I'm going into aged care? Great Blog here by Colin Zhang . https://buff.ly/3gmH8tq

You may not need to sell the family home before entering aged care. There are other options.

Australian Aged Care Collaboration - It’s time to care about aged care. Reform to funding required.
19/02/2021

Australian Aged Care Collaboration - It’s time to care about aged care. Reform to funding required.

The right to age in comfort and with dignity, wherever we live, is being denied to 1.3 million Australians. Sign the petition for comprehensive aged care reform.

Facebook news ban hits emergency services and government health departments
18/02/2021

Facebook news ban hits emergency services and government health departments

Dozens of major health, corporate, sporting and charity pages have been blocked after being caught up in the social media giant’s decision to ban news publishers.

Address

Suite 2, Level 10, 83 Clarence Street
Sydney, NSW
2000

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm
Saturday 9am - 5pm

Telephone

+611300659677

Website

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