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.

Services

SFR Planners offers financial advice across the full spectrum of disciplines:

Financial Planning
Financial Planning
We offer high level financial advice & formulate recommendations that address the needs of each client’s unique situation to help make you financially independent.
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SMSF Services
SMSF Services
Whether you are investing as an individual or as a group, we will help you find the best self-managed superannuation fund to meet your needs. There are many options for tailoring your fund to suit both your desired outcomes and your current means.
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Taxation Advisers
Taxation Advisers
The SFR Advisory Group provides clients with in-house, full-service Accountancy expertise that delivers tax compliance and reporting services along with strategic advice that adds value to the client’s comprehensive financial plan.
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Australian Super
Australian Super
In Australia, retirement income is funded through a mix of personal savings, a government pension and superannuation (super).
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Property Investment Advisers
Property Investment Advisers
Buying a property can be one of the most stressful experiences anyone will ever face. There is a lot of responsibility that comes with this, not to mention a lot of your money being spent on it.
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Estate Planning
Estate Planning
Estate planning should take into consideration two major scenarios:
Death of a person;
Loss of legal capacity of a person
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Self Managed Investment Advisers
Self Managed Investment Advisers
Self-directed investing is the activity of individual investors trading stocks, property, bonds, funds, and other securities on their own behalf.
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SFR Mortgages
SFR Mortgages
Regardless of whether you are buying your first home, upgrading to your next home, buying an investment property, or refinancing an existing loan, SFR Advisory Group offers a range of financial services, home loan and mortgage advice to assist you.
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Request an appointment
Talk to one of our professionals about how our services can best assist you.
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Testimonials

  • 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