Are you concerned that a loved one might need care as they age, but are worried about how you might juggle this additional responsibility with your existing family & career commitments?
Unfortunately, this is the reality for most Australians, and ultimately, without professional guidance, expertise and support, you might end up making the wrong decision, even after all the hours put into research.
We are here to help you:
- Understand the complexities of the Aged Care process
- Free up your valuable time
- Help you make the right decision
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If you have found yourself in a position where you need assistance and guidance with the Aged Care process, please contact us today.
You can click the button below to fill out an enquiry form, and our team will be in touch immediately.
What this page covers:
Meet Erin Coyle - Your Aged Care Specialist
Erin is an experienced Financial Planner advising on a wide range of financial strategies, specialising in Aged Care.
Erin experienced the difficulties of Aged Care first hand, when she was assisting her grandparents with the process to move into residential care.
She saw how frustrating and complicated the process was, and how little help and support there was available to make sure she was making the right decision for her loved ones.
This makes Erin the perfect fit for understanding the financial and emotional complexities of the Aged Care process.
Choosing to partner with Strategy First
We are an independent firm, which means will never accept commissions, payments, fees or benefits of any kind from any Aged Care providers for recommending their services. This means you can feel confident knowing that our recommendations are tailored to your needs and are solely designed to support you or your loved one's care needs.
If you decide to partner with a different firm, it is encouraged to ask whether they are independent or accept commissions from providers.
To learn more about our commitment to independence, check out our Benefits of Partnering with us page.
Step 1
Understanding the Aged Care System & Fees
(General Advice)
(Most popular starting point)
- 60-minute meeting with Aged Care Specialist, Erin Coyle
- Overview of retirement living and aged care options
- Explanation of residential aged care fees, home care packages and costs, and common myths
- Summary to take away and share with family
- Access to the Care & Co portal, which is designed to provide guidance, assistance, and living options for your loved one
- Option to include trusted family members in the meeting
Who is this for?
- Families planning ahead
- Adult children helping parents
- Anyone confused about cost and funding options
The total cost for this service is $990 (including GST).
Step 2
Personalised Funding Analysis
(Optional, after Step 1)
- Detailed analysis of your assets, income and cash flow
- Scenario modelling of different funding options
- Clear recommendations on how to fund aged care fees now and over time
Fee quoted after Step 1
Step 3
Administration Support
(Optional, after Step 2)
- Assistance to complete and submit required forms
- Liaison with relevant providers (where appropriate)
- Ongoing access to our Aged Care team for questions
Fee quoted after Step 2
Helping Australians navigate care with empathy, expertise and practical guidance
As part of our holistic advice approach, we recognise that aged care decisions are complex, emotional and financially significant.
We collaborate with Care & Co | Match to ensure our clients receive specialist care navigation support alongside their financial strategy.
Care & Co | Match helps Australians make sense of aged care, home care, retirement living and disability support.
Care & Co Match is part of Care & Co Group, a national care ecosystem helping individuals and families navigate home care, retirement living and residential aged care decisions.
They provide:
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structured guidance
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provider comparison support
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hands-on coordination
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mediation services to keep the family aligned on the journey to stay at home for longer
Care concierges cut through the confusion, giving clear advice on services, costs and funding, so people can make confident decisions without the stress.
They will assist you in finding the best home care package providers for your needs, including in home aged care and residential aged care providers.
Care & Co - Care Concierge Services
Care & Co Match offers three structured levels of support, where each suits different situations.
Online portal + guided support
For persons navigating aged care now who want clarity and structure, while taking an active role.
Includes:
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Secure 24/7 portal access
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Step-by-step guidance through the aged care process
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Tools to clarify preferences and priorities
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Curated provider shortlists
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Optional consultation with a Care Concierge
Best suited for:
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Adult children supporting a parent
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Individuals or families responding to a recent change or early warning signs
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Those who want to reduce stress and avoid costly mistakes
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People comfortable managing decisions themselves but wanting expert guidance
Bottom line: A structured, stress-reducing support tool for navigating decisions with confidence, without handing over full control.
Living Preference Plan
For persons who want to plan early and avoid reactive decisions.
Includes:
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Structured planning conversation around wishes and lifestyle preferences
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Family alignment support
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Identification of early risk triggers
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Practical steps to implement immediately
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Clear documentation of intentions
Best suited for:
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People in their 70s or 80s reviewing long-term plans
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Families that are separated from their parents ie. interstate or overseas
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Persons concerned about ageing but not yet in care
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Families experiencing tension or avoidance around “the conversation”
Bottom line: Designed to reduce rushed decisions and minimise unnecessary hospital admissions.
Full service care concierge
For persons who are overwhelmed, time-poor or facing urgent change.
Includes:
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Provider research and comparison
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Availability checks and placement coordination
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Liaison with providers
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Family coordination support
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Transition assistance during move or service commencement
Best suited for:
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Hospital discharge situations
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Sudden cognitive or health decline
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Geographically dispersed families
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High-conflict family dynamics
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Persons who simply do not have the capacity to manage the process
Bottom line: When the situation is urgent, complex or emotionally charged, this removes pressure.
Request aged care support
What the meeting will include:
- 1-hour consultation with our aged care specialist, who will walk you through the costs and payment options.
- Access to the Care & Co portal, where you'll receive assistance for planning and seeking appropriate aged care facilities, without having to spend hours researching yourself.
Cost: $990 (including GST)