Logo White
Talk with us
Accounting & Business Services
Wealth Services
Lending Sources
Need Real-life Advice?
Talk with us
Request a Consultation
  • Close

Request a Consultation

GUIDING THROUGH EVERY STAGE OF YOUR LIFE

Aged Care

search_white
search_white_blue
Client Login
group-4 (4)
saerch
  • There are no suggestions because the search field is empty.
Characteristics
  • Time Sensitive
  • Diverse Strategies
  • Compassionate Service
  • Real Life Experience
RIGHT FOR YOU IF...
  • Don’t know how you’ll pay for a loved one’s aged care expenses
  • Wonder how aged care will affect your overall finances
  • Don’t know how much you should save for future aged care costs
  • Want to learn about your options for funding your child’s education
  • Need financial guidance during a difficult time
  • Are you confused about how to calculate aged care costs
  • You want to minimise fees and maximise entitlements
PROFESSIONAL GUIDANCE AT A CRITICAL TIME

Overview

Deciding to move a loved one to an aged care facility can be emotionally and financially difficult. We understand the stress and uncertainty that swirl around family members and friends during this time, and we seek to calm your fears and help you to move forward with optimism and confidence.

Before you make important financial decisions regarding the funding of aged care, speak with one of our wealth management experts so you understand the pros and cons of each of your options. By approaching aged care calmly and professionally, you can safeguard and preserve wealth, whilst looking after your loved ones.

Start a conversation
Talk to us
A
Altus_Office_Image_2022_012
Aged Care Services
Borrowing Advice

Borrowing Advice

Borrowing to finance aged care costs doesn’t have to derail your financial plan or your taxation situation. We can assist you in structuring your funding requirements in a way that helps you to stay on track with your financial goals. For example, debt recycling may be an effective strategy for keeping your borrowings efficient over time. Our advisers also factor in affordability and cash flow as they guide you through this process.

Aged Care Financial Planning

Aged Care Financial Planning

Australians are living longer than ever before! This great news, coupled with growing aged care costs, means that financial planning has never been more important. Although it’s impossible to know exactly how much you’ll need for covering your future care costs, our advisors can help you to create a plan that will allow you to move forward with confidence that you’ll have the resources you need when the time comes.

A

Meet the Aged Care team

Adam-Corp-1 Adam-Fun-1

Adam Montana

Principal Client Adviser

Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

Start a conversation
Connect with Adam

Adam Montana

Running Enthusiast

In his free time, you can find Adam running and pedalling his way across Sydney and telling dad jokes to his two little ones that are so bad you'll cry/laugh.

  • Adam-Thumb-2

Adam Montana

Principal Client Adviser

Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

Start a conversation
Connect with Adam
NICE WORDS. KIND PEOPLE

“Adam helped us through this challenging time with speed and a well thought out plan of attack. We'll be forever grateful. ”

Rob & Michelle D
S
HELPLFUL CONTENT

Suggested Resources

Aged Care - 6 min read

What is Aged Care: Everything You Need to Know

Most of us think about retirement from time to time. At the very least, you receive statements about your super and see your nest egg growing over tim...

Aged Care - 5 min read

Aged Care: What Are My Options?

Nobody looks forward to making decisions about aged care. On top of the emotional strain, you might feel confused about how it all works. Decisions ab...

Wealth, Aged Care - 5 min read

5 Signs You Need Aged Care Financial Advice

If aged care finances fill you with confusion and worry, you’re not alone. With strange terms like DAP and RAD and different categories of costs and f...

page-1 (4)
Services
Company
Learning
Social

© 2022 Altus Financial, All rights reserved.

Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).