Strategy First Aged Care Service

Aged Care can be an incredibly overwhelming process as decisions often need to be made quickly and can be a stressful experience for all involved.

Australia’s Aged Care system is complex.

Making the right decision for you or a loved one will require an understanding of the many possible services, interpreting dozens of acronyms and navigating substantial fees that can be many hundreds of thousands, even millions, of dollars.

Our Aged Care services are designed to help those at all stages of care needs.

From those simply understanding the options and deciphering the different services and their associated fees, to those needing more comprehensive guidance.

Our advisers can help you or your loved ones to understand how aged care will impact their specific financial situation and develop a plan to fund higher care needs.

At the heart of our aged care service is a compassionate and empathetic team who strive to instil peace of mind and confidence, and who are here to help to avoid any pitfalls.

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

Step 1: Understanding the Aged Care System & Fees (General Advice)

You’ll meet with our Aged Care Specialist, Erin Coyle, to understand how the aged care system works, your retirement living options, and the main types of aged care fees, with a summary to take away.

You’ll be able to ask questions, clear up common misconceptions, and discuss the flexibility available when care is needed.

You’re welcome to bring trusted family members or friends.

Erin will also introduce you to the Care & Co team and their online portal. We collaborate to ensure families are supported through all aspects of their aged care journey, spanning both financial considerations, and care & housing services and options, so you can:

Understand your options for supporting yourself or an ageing loved one, and
Be organised and prepared for when future care or additional support is needed.

The total cost for this service is $990 (including GST).
*Our most popular option

Step 2: Personalised Funding Analysis

If you find that you need to make an urgent decision about aged care, or have already moved into an Aged Care facility, we will prepare personalised strategies to assist you in making a decision on how to fund Aged Care fees. This will include our projections of what options you have available, plus detailed cash flow, asset analysis and planning.
*This step is optional and can only be completed after Step 1

Step 3: Administration Support

We can provide assistance with implementing the Personalised Funding Analysis, which includes assistance with the submission and accuracy of forms, plus access to our Aged Care team who can help with any queries you might have.
*This step is optional and can only be completed after Step 1 & 2

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.

Helping Australians navigate care with empathy, expertise and practical guidance

Care & Co | Match helps Australians make sense of aged care, home care, retirement living and disability support.

They work with businesses, super funds and health funds to offer care guidance as an employee and member benefit – and they support families directly too.

Care concierges cut through the confusion, giving clear advice on services, costs and funding, so people can make confident decisions without the stress.

Care & Co - Care Concierge Services

Care & Co's care concierge acts as an extension of your advice team, handling the complexity while keeping you informed and connected throughout the process.

Living Preference Plan

In-depth consultation with a care concierge to develop a personalised, comprehensive written report with recommendations, resources and key actions.

Urgent care concierge (hospital avoidance)

Ideal for busy or interstate families, this service supports with immediate arrangement of carers, support workers, or urgent services to facilitate return home from, or admission to, hospital.

Placement services

Targeted support for residential aged care or retirement living placement when assessment is already complete.

Full care concierge Service

Comprehensive end-to-end support including assessment, provider shortlisting, arrangement coordination, and ongoing liaison.

Hourly consulting

Flexible, ad hoc support for specific questions or discrete aspects of the care journey as needed.

Aged Care Services

We are here to help take the stress off the Aged Care Process, and let you get back to spending time with your loved ones.

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?

What this page covers:

Choosing to partner with Strategy First

Helping Australians navigate care with empathy, expertise and practical guidance

Care & Co - Care Concierge Services