Aged care rules are complex, with forever changing rules & costs buried in fine print which can be quite distressing for you, including families whom just want the best with available funding.

SFR Aged Care Professionals provide personalised advice to help:

  • Minimise aged care fees
  • Maximise Centrelink benefits
  • Improve cash flow
  • Reduce stress for you & your family

How we can help:

  • Calculate aged care fees & options on how to pay
  • Calculate Centrelink benefits
  • Advise whether the family home needs to be sold or are there other options?
  • Develop a plan with suitable options for you to consider
  • Complete Centrelink income & asset test forms
  • Licensed Real Estate Agency to provide personalised & seamless service

Why choose us?

Self Funded Retirement Planners Pty Ltd

SFRP has been giving advice to Self-Funded Retirees for nearly 20 years. SFRP has established Aged Care as a specialist advice arm to help with the financial & sometimes emotional transfer to care facilities with the goal to maximise the client’s financial benefits without compromising their dignity.

Experienced advisors specialising in Aged Care & Estate Planning, Financial Planning, Tax, Estate Planning & Real Estate services to provide comprehensive, seamless & cost-effective advice.

Testimonials

  • “Thank you for all the work you did in winding up our Self Managed Super Fund for us.”
    Alan and Diana G (Retired Public Servant – WA)
  • “We have been dealing with SFR ever since we had a super and we have dealt with Dean from the beginning. Our fund has done well, thanks in no small part to Dean’s contribution. We have now gotten them to keep all our books. Above all, we have now become friends and have mutual trust. We will certainly recommend his company.”
    David G (Retired)

  • “We have been clients of SFR Advisory since 2009 and our only regret with this association is that it didn’t begin a lot earlier.
    Our SFR advisor was instrumental in straightening out the disastrous mess caused by our previous advisors. His work was tireless, meticulous and methodical in his endeavour to realign our portfolio. In the ensuing years his results speak for themselves, above average service and results.
    We have no hesitation in recommending our SFR advisor to anyone who is fortunate enough to have him pass their way.”
    Peter & Trish (Real Estate Agent – WA)