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Aged Care Financial Advice2025-06-25T15:27:24+10:00

Aged Care Financial Advice

Aged care financial advice is a specialised area, requiring a full understanding of the sensitive personal and financial issues involved, and specialist knowledge of the complex financial and regulatory considerations prevalent in the aged care sector.

Comprehensive aged care financial advice and services

Client Service

Aged care decisions are always delicate, and often involve personal dilemmas about your family home, leaving an inheritance for your children and dealing with aged care institutions.

Retention of family home (vs. sale) for the purpose of funding the accommodation payment.

Maximising your age pension and other entitlements.

Minimising ongoing aged care fees.

How to minimise disruption through the transition into an aged care facility.

Other Services Offered

What are your financial plans for the next five to 10 years? Let us Help you along the way!

Wealth Creation
Superannuation
Retirement Planning
Life Insurance
Estate Planning

Expert advisers to guide you through services.

We use a disciplined approach towards wealth creation, investment, and financial planning.

Advice You Can Trust

Decisions regarding your family home – whether to keep, sell or downsize

Liaising with aged care institutions on your behalf

We Can Help

Dealing with government departments in the aged care system

Managing your investments

Get professional Aged Care Financial Advice in Sydney

Our expert Aged Care Financial Adviser can provide you with a customised financial plan, which will address the effect of aged care to you or your loved one’s pensions, tax, estate planning, and cash flow management.

We always make sure that our clients are well-informed when it comes to their financial transactions.  With Financial Advising Resources to Guide Your Decision Making.

Financial Tips

Helping Australians Make Sound Financial Decisions Towards Better Wealth Management Since 2003.

Focused Financial Advice is one of Australia’s trusted financial practices. Established in 2003, we have helped hundreds of families manage their finances and attain peace of mind in their financial future.

As a company privately owned and non-affiliated with any dealer group or financial institution, Focused Financial Advice takes care of your interests, and we understand your financial needs.

Focused Financial Advice is proud to offer vital financial services such as Strategic Financial Advising, Wealth Creation and Investment Planning, Retirement Planning and many others. All these services are delivered by our expert financial Adviser who are duly licensed and certified.

We hope we can help you too.
Sincerely,
Jesse Franks

Sean Yeo

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Newcastle:
Level 1, 136-140 Hunter Street,
Newcastle NSW 2300

Sydney (by appointment):
Level 11, 10 Carrington Street,
Sydney NSW 2000

P: (02) 4032 5672
E: info@focusedfinancial.com.au

AFSL No. 286219
ABN: 52 104 882 028

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General Advice Disclaimer

The information and advice provided on this website have been prepared without consideration of your personal objectives, financial situation, or needs. As this advice is general in nature, it may not be suitable for your individual circumstances.
 
Before acting on this information, you should evaluate its appropriateness in relation to your specific situation. You may wish to seek guidance from a qualified financial professional to ensure that the advice aligns with your particular financial goals and requirements.
 
Making a complaint
We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, please call, send an email or write to our office. We aim to resolve complaints immediately, where this is not possible, we will acknowledge your complaint within 48 hours and explain our process to resolve your complaint. If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority (AFCA) on 1800 931 678 or via their website www.afca.org.au

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