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Approaching this stage in your life should feel positive, secure, and well-supported. With ActOn Wealth’s experienced aged care financial planners, your transition can be smooth, personalised, and stress-free. Our deep knowledge ensures you receive the best, unbiased financial advice for your future. It all starts with a simple phone call.
Planning aged care can be easy with the right expert support
Transparency. Trust. Tenacity.
You want an experienced aged care financial adviser who understands your needs and works tirelessly to achieve them. Someone who simplifies complex issues and helps you navigate investments, estate planning, and cash flow. ActOn Wealth offers peace of mind with tailored, holistic aged care financial advice and planning.
The right aged care financial adviser in Melbourne can handle all your financial service needs. You can rely on ActOn Wealth’s specialist aged care services, which include:
The best aged care financial advice begins with a conversation.
If we are to be responsible for helping you in such an important life matter, we want to get to know you. We need to understand your goals and expectations so we can then guide you through every step of the aged care process. Our team of experts is here to help you at each point in this journey, tailoring the right advice for you. With ActOn Wealth supporting you, planning becomes a pleasure, not a pressure.
We want to deliver the best possible financial outcomes for you
Aged care financial planning can be a rewarding, comforting and empowering experience with the proper support. Let’s have a no-obligation chat and see how ActOn Wealth can help you. Call our team on 1300 022 866 or leave your details in our financial planning contact form.
Aged care financial advice in Australia refers to specialised financial guidance and planning services associated with aged care. These include but are not limited to means testing, accommodation, management of assets, estates and expenses, government subsidies and support, taxation, family finances, ongoing budget management, etc.
An ActOn Wealth aged care adviser delivers real value very quickly.
We understand this area inside out - cumbersome, hard-to-understand policies and protocols won’t hold us up. Our in-depth knowledge and expertise of the aged care system enable us to break things down succinctly, whilst our impartiality means we only find the best results for you - not for anyone else. Our aged care financial advice takes a holistic approach and considers all other areas of wealth growth and protection to ensure you feel secure and comfortable making this critical transition.
Our aged care financial advice takes a holistic approach and considers all other areas of wealth growth and protection to ensure you feel as secure and comfortable as possible in making this critical transition.
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You’ve clearly made solid progress in building a strong financial foundation. You’re either actively investing, managing your debt, or planning for the future with a great level of intention.
Still, there’s always room for refinement — whether that’s maximising tax efficiency, reviewing your investment strategy, or preparing for big life events like retirement, children’s education or legacy planning.
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You’ve already laid some important groundwork — maybe you’ve started investing, built up super, or set financial goals. That’s fantastic progress.
With a few adjustments, clearer strategies, and some expert support, you could move from financial confidence to real financial empowerment.
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You’re not alone — many Australians feel unsure about where to start. If you’re feeling disorganised, unsure, or worried about the future, now’s the time to take control.
Working with a financial adviser isn’t just for the wealthy — it’s for anyone who wants clarity, confidence, and a roadmap forward.
No matter your score, ActOn Wealth can support you with clear, strategic advice to help you take control of your financial future. Whether it’s optimising your super, reducing tax, planning for retirement or aligning investments with your values – we’re here to help.