Centrelink & Aged Care Advice – Gold Coast

Centrelink & Aged Care Advice – Gold Coast

Centrelink & Aged Care Advice – Gold Coast — practical, step‑by‑step advice built around your goals, cash‑flow, tax and risk. We design, implement and review with you.

Who we help

  • People approaching Age Pension age who want clarity
  • Families coordinating home care vs residential care
  • Singles transitioning to care with property to consider
  • Retirees simplifying holdings to reduce paperwork errors

Our process

  1. Discovery — goals, time frames, constraints and risks.
  2. Strategy — structures, contributions/withdrawals, portfolio design.
  3. Implementation — platforms, paperwork, clear responsibilities.
  4. Review — cadence, triggers and playbooks so decisions are fast and calm.

Case Study – George & Helen, Coomera (names changed due to modelling purposes)

Homeowners approaching Age Pension age. We modelled deeming, gifting and assets to improve eligibility while keeping flexibility. Starting income streams at the right time simplified admin and reduced errors.

Case Study – Rosa, Palm Beach (names changed due to modelling purposes)

Rosa (83) moved to residential care. We explained RAD/DAP choices, mapped cash‑flow and coordinated forms with the provider. Estate intentions were aligned with her solicitor. Family tension eased with a clear plan.

Context on Age Pension: MoneySmart – Age Pension.

Quick sense‑check: Use our GCFA Financial Calculators. Results are conceptual only — not personal advice.

Related GCFA tools & services

Back To Top