Aged Care
Financial Planning
We help families overcome
financial obstacles at a time
when you need it most.
We exclusively specialise in
aged care financial planning,
ensuring unparalleled expertise
and unwavering support for families
navigating this complex terrain.
Our fees are transparent and fixed. Our services are designed to help you and your family have certainty about your future.
for Financial Services
It can be stressful and time-consuming when faced with the challenge of organising aged care for loved ones; let alone trying to navigate the financial maze ahead. At Olive Grove Financial Advice we are passionate about simplifying this process and providing the right level of support for you and your family. We even help you with CentreLink, which is often one of the most frustrating and confusing parts!
As Financial Advisors accredited in Aged Care, we will provide you with guidance that will allow you to make more informed financial decisions including how to structure payments for aged care now, and into the future. And we can help you get it done quickly so you can focus on your family.
We Have Helped More Than 1,000 Families Plan for Their Aged Care
We have helped thousands of clients realise greater financial security. Offering a holistic approach coupled with almost 20 years of experience, enables us to unlock more options for your families aged care situation.
With a tailored strategy and the right asset structure, you can ensure that your loved ones are setup with a long term plan and reduced financial burden.
We understand that aged care can often be unexpected, and we can setup a financial structure and solution, including execution, quickly.
We have a deep understanding of the emotional stress when organising aged care. We will work with you and your family to structure financial solutions that meet your needs.
"I believe that anyone transitioning to Aged Care should be able to access financial advice, so they can make informed decisions with confidence. This is why I am passionate about developing tailored strategies that support families through this journey."
Having navigated the Aged Care landscape for both of his parents, Bill understands how challenging it can be to make the right decisions for your future care needs. That's why he believes that everyone should have access to financial advice during this time. Bill has been a Financial Adviser for over 22 years, and is passionate about helping others access the financial advice they need. Drawing from his own experience in the financial sector, Bill develops strategic, personalised plans to support transitions to Aged Care or Home Care.
© 2024 Olive Grove Financial Advice - All Rights Reserved.
The Financial Advisor (Australia) Pty Ltd T/A Olive Grove Financial Advice (Corporate Authorised Representative No. 1278394) and all our advisers are Authorised Representatives of Finchley & Kent Pty Ltd, Australian Financial Services Licence No. 555169, ABN 50 673 291 079, and has its registered office at Level 63, 25 Martin Place, Sydney NSW 2000.
Finchley & Kent Pty Ltd Australian Financial Services Licence applies to financial products only. Please note that Property Investment, Tax & Accounting, Mortgages & Finance are not considered to be financial products.
Disclaimer: The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, The Financial Advisor (Australia) Pty Ltd T/A Olive Grove Financial Advice and Finchley & Kent Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.
FSG | Privacy Policy