Take the mystery out of your Aged Care finance decisions

let us help you

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. residential aged care.
My Plan Aged Care’s goal is to guide you through the financial decision making as you navigate the transition into. 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

You don't have to do it alone.

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.

Issue Strategy Paper or Statement of Advice

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

Support From Experienced and Qualified Advisors

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.

we're here to help you

book a free consultation

We Can Help With Your Concerns

keep or sell the home?

You may not need to sell the family home. This is an important decision, with large financial implications. Many factors need to be carefully considered.

Maximise Centerlink

Aged care is expensive, it is vital to obtain as much government support as possible, so as to reduce the chances of funds running out.

Cashflow

Cashflow is important to ensure that the aged care home direct debits will be paid. The enduring power of attorney will be asked to guarantee payment.

Issue Discussion Paper

Asset and Income Assessment Forms

Professional Support

Full Written Statements of Advice

Personalised 60 Minute Consultation

What We Offer

book now

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.