Inevitably, there comes a time for all of us when we require that extra level of support, compassion and care. This new chapter of life can often come about unexpectedly, leaving you or your family feeling overwhelmed and in need of help.
Thankfully, there are a large range of aged care services available to support you or your loved ones. My Plan Aged Care’s goal is to guide you through the financial decision making as you navigate the transition into residential aged care.
Together, we can explore a financial solution that best suits your personal circumstances and aim to remove the confusion and stress during the process.
We are here to support you. Let’s talk about how we can help.
Here at My Plan Aged Care, we understand that family is the most important thing in life
How we can help you navigate Aged Care Services
At My Plan Aged Care, we understand the emotional and financial challenges that come with this new chapter of life. We can help ease your burden and guide you through the process.
If you are frustrated by the confusing and complex process of accessing aged care services, we're here to help simplify it for you, and explain it in easy to understand terms.
If you or your family are struggling to find a suitable financial solution for aged care, then come and speak to us at My Plan Aged Care and we will work together to find the best option for you.
Our team offers a compassionate and understanding approach to support you and your loved ones in this new chapter of life.
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meet the team
Peter founded My Plan Financial in February 2013 to help people overcome the obstacles that often get in the way of making progress with their financial goals. By focussing on building an ethical business, where our clients' interest is truly our focus, My Plan Financial has grown entirely by customer referrals.
Your Future in Safe Hands
Meet our founder, peter walsh
A qualified financial adviser will clarify the aged care rules, regulations and fees in a personalised appointment face to face or if preferred in a secured online meeting.
We’ll help you complete your Centrelink Forms to ensure they’re correct, for faster and easier processing.
We’ll provide you with a complete customised written plan that includes expert advice and recommendations. It contains full analysis, detailed recommendations, and cash-flow projections in a compliant professionally prepared document.
We can provide ongoing support should circumstances change after entering care; and we will work with your accountant or general adviser to ensure everyone caring for you understands your wishes, aged care options and agreed plan.
Focussed discussion paper highlighting common impacts and options under current aged care legislation and funding structures. Does not include recommendations.
Our #1 goal is to ensure you come out on top. Our specialist advisers help people to optimise pension entitlements and reduce aged care fees. We work to structure finances so that aged care costs are affordable now and sustainable into the future, giving you peace of mind and professional support every step of the way.
How we can help you
let's get started
Personalised 60 Minute Consultation
Asset and Income Assessment Forms
Full Written Statements of Advice
Professional Support
Issue Discussion Paper
Peace Of Mind
Rhys and Louise on setting up the family trust
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video testimonial
Barry and Jannette on finding a financial planner they finally trust
VIDEO TESTIMONIAL
Real Client Experiences from a Business Based on Trust
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Frequently Asked Questions
How can your financial planning services benefit me?
Our services are designed to help individuals and families achieve their financial goals and secure their financial future. Whether you're planning for retirement, saving for your children's education, or looking to grow your wealth, our team of experienced financial advisors can provide personalized strategies and guidance to help you reach your objectives.
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How do you ensure that your financial advice is personalised to my unique situation?
We understand that every individual has different financial goals, risk tolerance, and circumstances. That's why we take the time to thoroughly assess your current financial situation, understand your objectives, and tailor our recommendations accordingly. Our advisors work closely with you to develop a customized financial plan that aligns with your specific needs and priorities.
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What qualifications and experience do your financial advisors have?
Our team of financial advisors consists of highly qualified professionals with extensive experience in the financial services industry. All of our advisors hold relevant certifications and licenses, such as Certified Financial Planner (CFP) designation, and undergo continuous training to stay abreast of industry trends and best practices. Rest assured, you'll be working with knowledgeable experts dedicated to helping you achieve financial success.
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How do you charge for your financial planning services?
Our fee structure is transparent and designed to align with the value we provide to our clients. Depending on the complexity of your financial situation and the services you require, we may charge a flat fee, an hourly rate, or a percentage of assets under management. We always strive to provide fair and competitive pricing while delivering exceptional service and results.
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Can I trust your financial planning company with my sensitive financial information?
Absolutely. We take the security and confidentiality of our clients' information very seriously. Our firm adheres to strict privacy policies and employs robust security measures to safeguard your data against unauthorized access or disclosure. You can trust us to handle your sensitive financial information with the utmost care and discretion.
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How do I get started with your financial planning services?
Getting started is easy. Simply reach out to us to schedule an initial consultation with one of our financial advisors. During this meeting, we'll discuss your financial goals, assess your current situation, and determine how we can best assist you. From there, we'll work together to develop a personalized financial plan tailored to your needs. We look forward to helping you achieve financial success and peace of mind.
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HOW DO YOU CHARGE FOR YOUR FINANCIAL PLANNING SERVICES?
WHAT QUALIFICATIONS AND EXPERIENCE DO YOUR FINANCIAL ADVISORS HAVE?
HOW DO YOU ENSURE THAT YOUR FINANCIAL ADVICE IS PERSONALISED TO MY UNIQUE SITUATION?
HOW CAN YOUR FINANCIAL PLANNING SERVICES BENEFIT ME?
HOW DO I GET STARTED WITH YOUR FINANCIAL PLANNING SERVICES?
CAN I TRUST YOUR FINANCIAL PLANNING COMPANY WITH MY SENSITIVE FINANCIAL INFORMATION?
HOW CAN YOUR FINANCIAL PLANNING SERVICES BENEFIT ME?
Our services are designed to help individuals and families achieve their financial goals and secure their financial future. Whether you're planning for retirement, saving for your children's education, or looking to grow your wealth, our team of experienced financial advisors can provide personalized strategies and guidance to help you reach your objectives.
HOW DO YOU ENSURE THAT YOUR FINANCIAL ADVICE IS PERSONALISED TO MY UNIQUE SITUATION?
We understand that every individual has different financial goals, risk tolerance, and circumstances. That's why we take the time to thoroughly assess your current financial situation, understand your objectives, and tailor our recommendations accordingly. Our advisors work closely with you to develop a customized financial plan that aligns with your specific needs and priorities.
WHAT QUALIFICATIONS AND EXPERIENCE DO YOUR FINANCIAL ADVISORS HAVE?
Our team of financial advisors consists of highly qualified professionals with extensive experience in the financial services industry. All of our advisors hold relevant certifications and licenses, such as Certified Financial Planner (CFP) designation, and undergo continuous training to stay abreast of industry trends and best practices. Rest assured, you'll be working with knowledgeable experts dedicated to helping you achieve financial success.
HOW DO YOU CHARGE FOR YOUR FINANCIAL PLANNING SERVICES?
Our fee structure is transparent and designed to align with the value we provide to our clients. Depending on the complexity of your financial situation and the services you require, we may charge a flat fee, an hourly rate, or a percentage of assets under management. We always strive to provide fair and competitive pricing while delivering exceptional service and results.
CAN I TRUST YOUR FINANCIAL PLANNING COMPANY WITH MY SENSITIVE FINANCIAL INFORMATION?
Absolutely. We take the security and confidentiality of our clients' information very seriously. Our firm adheres to strict privacy policies and employs robust security measures to safeguard your data against unauthorized access or disclosure. You can trust us to handle your sensitive financial information with the utmost care and discretion.
HOW DO I GET STARTED WITH YOUR FINANCIAL PLANNING SERVICES?
Getting started is easy. Simply reach out to us to schedule an initial consultation with one of our financial advisors. During this meeting, we'll discuss your financial goals, assess your current situation, and determine how we can best assist you. From there, we'll work together to develop a personalized financial plan tailored to your needs. We look forward to helping you achieve financial success and peace of mind.
How We Work Together
We offer a free 20 minutes consultation with an Aged Care specialist.
book a free consultation
A qualified Aged Care specialist will clarify the aged care rules, regulations and fees in a personalised appointment at one of our offices, or if preferred, in a secure Online meeting.
One Hour Discovery Meeting
Depending on your requirements we will provide either a strategy paper highlighting the common impacts and options under current aged care legislation and funding structures OR a Statement of Advice that includes comprehensive expert advice and recommendations along with cash flow and assets projection.