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The decision to move a loved one into an aged care facility can be fraught with emotion. At such a difficult time the last thing you need is to be dealing with endless streams of information and trying to decipher the best way forward.

By working alongside you every step of the way, our experts can guide you through the tough decisions and ensure the best outcome for your family and your loved one – not only financially, but emotionally.  

The aged care advice process can involve:

  • Establishing the level of care required
  • Investigating different types of facilities
  • Assessing your financial situation
  • Uncovering any fees and charges payable
  • Designing a plan which considers all factors including your finances and optimal care for your loved one

We can provide specialised advice regarding:

  • Basic Daily Fees
  • Income Thresholds
  • Home Exemption Caps
  • Accommodation Supplement Fees
  • Refundable Accommodation Deposits
  • Accommodation Bonds
  • Complex Assessments/Family Trusts/Companies

Working together with one of our experts we will provide you with all the support and resources you’ll need to make the transition to aged care as smooth as possible.

The material shown on this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment; risk or finance advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Stephens Plattfuss & Co Financial Services P/L. Before acting on any of the information contained in this Website you should obtain special advice from a specialist financial adviser, which is appropriate to your specific financial needs, objectives and financial situation.

Claudio Orrico Sub Authorised Representative no. 279160

Stephens Plattfuss and Co Financial Services Pty Ltd
Corporate Authorised Representative no. 433175 of Professional Investment Services Pty Ltd
ABN 11 074 608 558 ABN 234951

Professional Investment Services Contact Information
Phone: 1300 557 598
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Certified Practising Accountants with a
client focus and a strong expertise in tax,
business services and advisory

Here at Stephens Plattfuss & Co. we have a strong focus on transparency and integrity. We believe it is these core values that assist us in supporting our client’s goals in the best possible way

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