Aged Care
Trusted Guidance During Life’s Most Challenging Transitions
When a loved one enters aged care, it can be an emotional and overwhelming time. The aged care system is complex, and the financial decisions involved can feel daunting—especially when you’re trying to do what’s best for your family.
At Coastal Wealth, we’re here to provide you with clear advice, compassionate support, and the peace of mind that comes with knowing you’re making informed decisions. Coastal Wealth is an Aged Care Steps® accredited practice.
A Personal Approach to Aged Care Advice
Our adviser, Bill, brings more than professional expertise—he brings lived experience. After helping his own mother transition into aged care due to declining health, he understands the worry, guilt, and confusion families often face during this time. That’s why he’s passionate about helping others navigate the aged care journey with clarity and care.
We Make the Complicated Simple
You may be asking:
- What are the fees that I pay in aged care, and when are they due?
- Does moving into aged care affect the age pension?
- What happens to the family home? Dow we have to sell it?
- Should my estate plan be reviewed?
We’re here to help answer all of these questions—and guide you through each step with trusted advice tailored to your situation.
Our Aged Care Services Include:
- Helping you choose the right aged care facility
- Explaining the full cost of care and funding options
- Maximising your Centrelink or DVA entitlements
- Assisting with the paperwork
- Helping you decide what to do with the family home and other assets
- Structuring your finances to maintain healthy cash flow
- Minimising means-tested care fees
- Reviewing estate planning in light of aged care arrangements
Here for You Every Step of the Way
With Coastal Wealth, you’re not alone. We’ll guide you through every financial and practical decision with care, integrity, and expertise—so you can focus on what matters most: your family.
