Aged care financial planning services

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

Our mission is to get you to a place where money is no longer a source of stress in your life

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

3 steps to kickstart your journey
to financial freedom


To begin, please call or email us. We’ll organise an in-person meeting at a time that suits you.



We’ll go through all the ways we can improve your financial situation — no obligations.



Now, we begin our journey together — growing your wealth and securing your future.


Frequently asked questions

Does your aged care advisory include applying for Centrelink?

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.

Do I need to come to you for our initial meeting, or can you visit me at home?

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.

Do you provide financial advice for retirees downsizing homes?

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.

Do you help with estate planning?

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.

Our services

We can also help with...