Aged Care Financial Advice Melbourne

When we think about aged care, many of us imagine an “old folks home”. Big comfortable armchairs, games of bingo, lots of floral patterns and smiling nurses. However, aged care can take many different forms:

  • Home care

  • Transition care (after hospital or between home care and a residential care facilities)

  • Respite care

  • Residential aged care


The transition to aged care can also be very emotionally stressful for family members, and often the transition into aged care can be quite sudden, and driven by events such as a health scare or a fall at home. There are also many Government support options and subsidies, plus various Centrelink benefits that can be impacted or available, depending on the option you choose.


The reality is that some of us may end up requiring a higher level of care in our twilight years, and aged care can be complicated and expensive. Where do you start? How will you pay for it? Should we sell the family home to pay for care?


CREATE & PROTECT can help you put a plan in place, and have the challenging conversations so that the transition to aged care can happen as smoothly as possible, with minimal rush or stress.

We can help you explore the different options for care, understand the cost and the process to transition so that you are prepared when the time comes.

How can we help you?

Our role is to examine your situation, explore the different options and make a recommendation to you on the best structures around aged care so that you can achieve the outcomes that you want. We can then help you communicate with providers, complete forms and make the transition as smooth as possible.


When planning the finances for the aged people in our lives, we tend to overlook a lot of details.

Which is why the Aged Care financial planning facilities at Create and Protect works well with understanding both the requirements of you and them. When making arrangements at the last minute, it tends to allow oversight on a lot of factors like consistent bill payments,whether it be for stay or medical reasons.

We want the best for you and your family, which is why our expert advisors provide the best financial advice for aged care and responsibilities. Handling finances during a time of understanding how to care for your parents can be dicey, considering there are a lot of emotions involved at the time.
With the help of our aged care advisors you can:

  • Understand where you and they stand financially 

  • Regulate regular bill payments 

  • Focus on finding the best for your parents.

  • Help you understand how to care for them financially in the best way possible

  • Deal with Centrelink details for you 

  • Make the best of pension allowances

We encourage you to get in touch with us today so that we can start planning for tomorrow.

Your Questions, Answered

As a Financial Planners we can provide answers to all your financial planning questions on a range of financial planning matters.


Call us today on 1300 707 955


“Clear concise communication. Precise and conservative financial plan. They have been great to deal with overall.”


- 2016 CoreData Survey