Planning for
Aged Care

Need to plan a move to residential aged care?

This can be a stressful time, where you will be faced with many personal and financial decisions, but early planning and good advice can minimise stress for you and your family. The seven steps for aged care outlined below will help you navigate the aged care maze and find out where to get help. For more information about our detailed service offering download our Aged Care Planning Explainer below.

Your seven steps for financial planning
  1. 1 Planning
  2. 2 Assessing Options
  3. 3 Searching For Services
  4. 4 Understanding Costs
  1. 5 Covering The Costs
  2. 6 Estate Planning
  3. 7 Moving

Read Our Detailed Aged Care Planning Explainer

Videos

  • What to expect from a first meeting with an FMD adviser

    What to expect from a first meeting with an FMD adviser

    It’s hard to know what to expect from a first meeting with a financial adviser, but getting your questions answered is worth it. Clients usually say ‘We wish we’d done it sooner!  We’ll cover the cost of the first meeting, to ensure FMD and your chosen adviser is right for you (duration: 2:02)

Take the next step on the road to health, wealth & happiness

Take The Next Step. Meet With One Of Our Aged Care Specialists

Nicola Beswick
Nicola Beswick

Book Meeting

Senior Financial Adviser - Melbourne

CFP®, SSATM, Accredited Aged Care Professional™, AdvDipFS(FP), BSc, MSc

I gave up near 10-year career in law to move into financial planning after a very personal experience taught me the true value of advic...

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Karl Hunting
Karl Hunting

Book Meeting

Senior Financial Adviser - Melbourne

CFP® BMus (Hons), Grad Dip (fin plan)

Karl joined FMD with 21 years of financial advisory experience, previously working in Minneapolis and Sydney before returning home to M...

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Rebecca Poynton
Rebecca Poynton

Book Meeting

Senior Financial Adviser - Melbourne

CFP® BCom GradDipFP

Rebecca (Bec) specialises in providing strategic and investment advice to clients wherever they are in their life journey. She supports...

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