Relieving the stress of aged care and navigating Centrelink
Feeling overwhelmed by aged care decisions and and the intricacies of Centrelink? We simplify this often distressing life transition, reducing fees and offering guidance to ensure you or your loved ones receive the best support and care possible. With us, it’s never “one size fits all.” Our aged care advice adapts to the ever-changing industry and synergises with your broader financial plan.
How aged care financial planning can ease
the transition to a new life stage
Reduced stress
Reduce the complexity and stress of navigating aged care and Centrelink.
Informed decisions
Make educated choices about aged care options and entitlements.
Minimised expenses
Accurately calculate aged care fees and minimise them as much as possible.
Long-term security
Plan for long-term care needs — ensuring ongoing financial security.
The SFR difference
Unlike some other financial advisory services, we don’t overhype and overpromise. That’s because having absurdly large figures in your bank account doesn’t necessarily correlate with happiness. Instead, we’ll do our very best to remove money as a source of stress in your life so you can embrace the freedom you deserve.
- All the financial advisory services you need, under one roof
- Total transparency, and empowerment through education
- Securing your future without sacrificing your freedom now
- 20+ years of experience, and fully licensed in all areas
- A thriving global network, offering lucrative opportunities
Our process
to financial freedom
Booking
To begin, please call or email us. We’ll organise an in-person meeting at a time that suits you.
Meeting
We’ll go through all the ways we can improve your financial situation — no obligations.
Freedom
Now, we begin our journey together — growing your wealth and securing your future.
Testimonials
Frequently asked questions
Absolutely. Navigating Centrelink benefits can be complex, especially when it comes to aged care. Our team is experienced in Centrelink processes and can guide you through the eligibility criteria, application process, and maximisation of government entitlements to support your aged care funding.
If you require aged care advisory and it’s more convenient for us to come to you for our initial meeting, we’re more than happy to do so.
Yes, we offer comprehensive financial advice for retirees looking to downsize their homes. Our service includes evaluating the financial implications of downsizing, exploring options that maximise your financial outcomes, and assisting in planning for a transition that aligns with your retirement goals.
Absolutely. Estate planning is a crucial part of our advisory services. We understand the importance of preparing for the future, and our estate planning advice covers wills, powers of attorney, trusts, and how to effectively pass on your wealth to your loved ones. Our approach is tailored to ensure your estate plan aligns with your wishes and minimises potential legal issues and taxes.