Plan ahead with confidence.

Understanding aged care doesn’t need to be overwhelming. We’re here to guide you with clarity and care.

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Making aged care decisions can feel complex – emotionally and financially.

Whether you're exploring options for yourself or a loved one, DP Wealth provides experienced, thoughtful support to help you move forward with clarity.

How we can help

Personalised support at every step.

As your local accredited aged care financial planning experts, DP Wealth Advisory will guide you through the complexities of planning for the future. Whether you're helping your parents navigate their options or creating your own aged care strategy, our accredited planners are here to assist with:

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Accommodation payments

Expert guidance to help you make informed decisions within the crucial 28-day post-admission timeframe.

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Financial assessment

A clear understanding of your financial situation, allowing us to recommend the best options for you and your family.

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Strategic financial planning

Preparing all other areas of your financial situation as you or your loved one approach a major life change.

Our process is simple -
and built around you.

We use a clear and proven framework to help you make informed decisions with confidence.

Structure your options

Review aged care pathways and practical considerations.

Structure your options

Identify your entitlements

Maximise government support and benefits, and minimise aged care costs.

Identify your entitlements

Manage your cash flow

Build a realistic, sustainable budget.

Manage your cash flow

Protect your assets

Ensure your legacy and financial stability are preserved.

Protect your assets

Limit tax impacts

Use smart strategies to reduce unnecessary tax.

Limit tax impacts

Evolve your plan over time

We’ll adapt your strategy as your needs change.

Evolve your plan over time

Common questions about aged care.

Aged care advice

What is aged care planning?
Aged care planning is the process of making informed financial and lifestyle decisions about care options later in life. It ensures you’re prepared for the future and that your preferences are understood and respected.
Why should I consider aged care planning?

Aged care financial planning gives you clarity, direction, and peace of mind. It:

  • Reduces stress on your family and Power of Attorney
  • Ensures your wishes are known and respected
  • Helps avoid rushed decisions during a crisis
  • Can significantly improve your financial outcome
When should I start planning?

Earlier than you might expect. Ideally, aged care planning should begin five to six years before care is needed. Planning early – before a health crisis or hospital stay – gives you more options, more control, and often a far better financial and emotional outcome.

What types of care are available?

There are several care options, depending on your needs:

  • In-home care to support you in staying at home longer
  • Residential aged care to maintain independence and social connection when higher-level support is needed

Let’s plan for your future, together.

With a strong financial planning, aged care experience and a personal approach, Dan Marks helps families and those needing aged care advice make informed, stress-free decisions about aged care – with clarity, compassion, and financial confidence. Schedule a time for a personal consultation with Dan, our Aged Care Specialist.