Aged care financial planning in Melbourne and Ascot Vale

Our professional team at Abound understands the complexity of aged care, and that’s why we pride ourselves on giving the right advice for your individual situation.

With over 35 years of combined experience in the financial industry, Richard and his team are accredited aged care specialists in Melbourne and Ascot Vale whose expertise in financial planning will save you time and money.

Embark on your aged care journey with confidence, supported by Abound’s adept aged care financial advisors. Let us guide you through the intricate landscape, providing you with peace of mind and empowered financial decisions.

We can help guide you through the maze of aged care options to find the right choice for youOur team

Grandfather, dad, and son discussing aged care financial planning in Ascot Vale whilst walking through a park

At Abound, we are committed to:

Explaining aged care options in clear and easy-to-understand language
Ensuring our information is current and correct (keeping up to date with legislative changes)
Offering advice about all accommodation payments and costs
Communicate with aged care facilities
Helping you navigate Centrelink forms and payments to receive all your entitlements
Offering tailored advice about the benefits of keeping or renting the family home
Financial modelling of various scenarios including benefits, rebates and savings for self-funded retirees
Assisting you in accessing care, regardless of your financial means.

Contact us today to secure your financial future. We also provide pre-retirement financial planning and financial advice for same-sex couples in Melbourne and Ascot Vale.

Achieving your goals is our goalContact us

Other services

Pre-retirees financial planning

At Abound we help individuals and couples who are on the pathway to retirement to design their desired lifestyle within the parameters of their current position. Abound Group can assist you in understanding how you are tracking towards your goals...

Learn more

Same-sex financial planning

Abound understands that LGBTQIA+ clients face specific challenges when it comes to financial planning. There have been significant advances in areas of superannuation, binding nominations, insurance, estate planning, social security and taxation – which is imperative for both individuals and...

Learn more

Wealth builder

At Abound we understand that between focusing on your career, maybe supporting a young family or paying off a large mortgage, it is difficult to find the time to pause and set a plan for the future. Our team of...

Learn more