The aged care financial planning services provided by BEA Financial are crafted to offer assurance and assistance to those contemplating the transition to aged care, along with their families. Recognising the challenges inherent in this decision, we are dedicated to ensuring a seamless and manageable process, particularly when it comes to the intricate financial considerations.

Embarking on the journey from the familiar comforts of home to an aged care facility marks a significant life change. Yet, with careful planning and expert guidance, you can uphold your quality of life while accessing the necessary care and services.

BEA Financial has a specialist aged care financial planner who empathises with the distinctive challenges families face during this transitional period. Collaborating closely with you, we craft a personalised financial plan that factors in your assets, income, and the expenses associated with living in aged care.  

We guide you in understanding your entitlements and benefits, including Centrelink support, providing regular estimates at each stage of the process. Moreover, if you have a family home, we assist in exploring the optimal options for managing this asset in relation to aged care costs.

Our compassionate approach guarantees that we accompany and support you throughout the entire journey, explaining complex matters in an easy-to-understand manner. Our dedication lies in making the transition into aged care as smooth as possible, alleviating financial concerns and allowing you and your loved ones to concentrate on what truly matters — your well-being and quality of life.

At BEA Financial, our commitment extends to providing comprehensive and empathetic aged care financial planning services for prospective residents and their families. Reach out to us today to discover how we can help you navigate the financial aspects of aged care, empowering you and your loved ones to embrace this new chapter with confidence and peace of mind.