financial planning & lending specialists 03 9686 4976

Are you, your parents or grandparents starting to think about Aged Care? 

We understand that the prospect of getting support from the aged care system for yourself or a loved one can be emotional and daunting. Navigating the options and financial implications for you and your family can be equally as challenging. However, getting the right advice now will save thousands of dollars and help alleviate the stress of transitioning into aged care.

With  many important decisions needing to be made,  It can be a great comfort to have all of the options carefully explained, so that you fully understand and feel comfortable knowing that you are getting the best advice.

Our Aged Care Specialist, Hamish Clark, will walk you through the journey and explain how to ensure your finances are structured correctly should the need for supported living arise in the future.  

Discussion Points

  • How Retirement Villages operate and charge 
  • How the Aged Care system works 
  • Minimising Fees & Maximising Income 
  • Selling the family home v financing the costs
  • Cash-flow Scenarios
  • Protecting The Estate


1. Date: Friday 10 May 2019 Time:  12.30-14.00 

2. Date: Thursday 16 May 2016 Time:  17.30-19.00 

Where:  Choice Capital. Level 3, 163 Eastern Road, South Melbourne, Victoria, Vic, 3205 

Please arrive 15 minutes early to ensure a prompt start. Light refreshments will be provided. 

Our Series of free information sessions are suitable for anyone who what’s to understand more about the process and how to structure their finances correctly. Please feel free to forward the invite. 

Save Your Seat


More than ever clients are asking whether they should fix their interest rates, including investors looking for peace of mind for long term investments. Here Director and Senior Mortgage Broker, Josh Durrant, gives his opinion...


Three Men Walk Into A Bar...

But inflation is no joke! The new $10 note will enter circulation tomorrow. Love it or hate it, the launch got us thinking… What can you get for $10 now compared to the last issue of the note?


Shared Office Space Available Now!

163 Eastern Road, South Melbourne. Rent 1-12 Designated Desks from just $110per desk per week. Rent an 88sqm space ready to make your own from just $1,995 per week.


Investment Lending Is Changing

Big things are happening in lending world. If you have an investment property or an interest only home loan - this may impact you


I’m a first home buyer – are there any benefits or discounts available?

Getting into the property market as a first home-buyer is tough – there’s no denying it. So what is the government doing to help?


What happens at settlement?

Settlement is the final process in the exchange between buyer and seller before picking up the keys!


What's your investing style?

Do you lie awake at night worrying about how your super or other investments are performing? Or are you comfortable with short-term volatility in order to pursue long-term growth? Learn how well-diversified portfolios are constructed based on your appetite to risk in our infographic.


Avoid The DIY Will Curse

A DIY Will Kit may seem like a cost effective approach to your Estate Planning now, but if not executed correctly, your family could be faced with significant legal expenses, long delays and unnessisary stress. Is that really the legacy you want to leave behind?


How To Prepare For A Property Sale

Should You Renovate Before Selling? When's the Best Time Of Year To Sell? What Should You Look For In An Agent? Auction or Private Sale? Director of Marshall White Brighton, Kate Strickland gives her expert opinions.


RBA Cuts Cash Rate to 1.25%

At its June meeting today, the Reserve Bank of Australia (RBA) cut the official cash rate to just 1.25% - the lowest level in Australian history.


Interest Rate Update

The RBA decided to keep the official cash rate on hold at 2.0% today, but what's to come?