Aged Care Financial Advice

Explore our aged care financial planning services, where we provide expert advice and insights on your aged care finances. Our experienced advisory team is dedicated to helping you navigate the complex landscape of aged care financial planning, covering aged care costs, pension entitlements, superannuation and retirement planning.

With our guidance, we can help you avoid costly mistakes and structure your finances for optimal outcomes, giving you peace of mind as you transition into this new phase of life. Whether you’re planning for yourself or a loved one, our tailored solutions cater to your specific needs, so you can make informed financial decisions with confidence.

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What We Can Help With

Assessing the cost and affordability of aged care
Identifying pension entitlements and other government benefits
Completing all the necessary paperwork for Centrelink and your aged care facility
Financial planning to meet aged care costs
Retirement planning and superannuation

Why Choose Us?

Tailored Aged Care Financial Advice

At Annex Wealth, we tailor our advice and recommendations specifically to your situation, working collaboratively with you to ensure every aspect of your aged care financial planning is aligned with your goals and preferences.

Excellent Service

Our expert team has a strong track record of integrity in the financial services industry. We understand the transition to aged care can be an emotional and stressful time for all involved, so we make sure to help simplify the process and provide professional guidance each step of the way.