AGED CARE PLANNING

Clarity and choice over aged care decisions

Expert help that puts your family first

The journey into aged care may seem daunting for you and your family. You need information that is tailored for your loved one’s situation, to put you in control with clarity and confidence.

That’s where we come in.

McEwen Investment Services delivers personalised, family-focused advice that can help relieve the pressure and uncertainty of the aged care system.

We will help equip you with the facts for your situation, help you understand the possibilities and guide you through the process.

Our approach is bespoke, with advice that is customised for your family member. We help you understand your partner or parent’s current financial position and then create an aged care roadmap to guide you – so there are no financial surprises.

Platinum Package

Our Platinum Package builds on the Premium Pacakage, and delivers detailed cashflow forecasts to help you determine the best way to structure your financial resources to maximise your outcomes.

We will be happy to provide a quote for the Platinum Package on request.

Ready to take the first step?

Simply scroll down to complete our contact form or call us on 1300 623 936. We understand you might need advice quickly, and we’ll do our best to accommodate.

Our office is located in Pymble, opposite the Pymble train station. There’s plenty of parking available, so by train or car, access is easy.

Not mobile, or local to us? No problem. We can arrange a video conference. You don’t need any special software, just a device (computer, phone or tablet) with a camera and we will arrange the rest.

If you’re on Sydney’s North Shore we can meet at your home. There may be an additional charge for travel time.

If none of these options suits you, we can always have our meeting over the phone.

“I needed help to understand the best way to fund my wife’s move into aged care.

Rob clearly and simply explained how each funding option works. The cash flow forecasts helped me to decide upon the best way to pay for accommodation and care.

I now have peace of mind knowing what we can afford and how we will pay for it.”

– Kenneth R.

“Rob’s integrity, professionalism and reliability make McEwen Investment Services an easy choice when deciding on aged care planning and investment advice.

It is a pleasure working with Rob and his team and we would not hesitate in recommending McEwen Investment Services.”

– Peter B.

“I would like to thank your organisation for your valuable assistance to me regarding the transfer of my wife into a nursing home facility.

In particular, I wish to commend the excellent services given by Meagan Roberts. Her expertise and efficiency were very much appreciated.

Many thanks once again for your help at a difficult time.”

 – Ken R.

“Our key concern was ensuring our mother could afford her aged care for as long as she lives. We also needed guidance on how to invest any money left over from the sale of her home.

Rob and Meagan spent time with our family discussing the pros and cons of different options. We were very happy with the service that McEwen provided to our family and would definitely recommend them to others.”

 – Elizabeth B.

“Thank you once again for handing myself and my family a lifeline when it came to my father, such an emotional time, we shall forever be indebted to you for your advice given with so much heart. I recommend McEwen Investment Services. Just go and have a chat.”

 – Jane P.

“I came away feeling just so happy and so relieved. The best money I’ve ever spent. I feel so informed, know the direction we are going with Mum and know that good care is very doable with Mum’s limited budget.”

 – Barb C.

“We knew what we wanted for our Mum’s residential aged care, but we needed help figuring out how to make it possible financially. Meagan explained different scenarios and helped us understand the options. Now, we feel confident that we what we want for our Mum is achievable. I will definitely recommend McEwen Investment Services for aged care advice.”

 – Jodie C.

“I found our time together so much more than valuable. The service you provided was outstanding. I  met with someone in a similar role to you in a different company three years ago and there is absolutely no comparison.  

I have a clear way forward and our discussion clarified many of the primitive thought processes and strategies which I had in place in my notes.

I would have no hesitation in recommending you to friends and colleagues and in fact, I hope I get the opportunity to do so very soon.”

 – Jo-Anne D.

What to look for in a nursing home

What to look for in a nursing home

We have so much to learn from the experiences of people living in aged care. Hear what one resident has to say about helping our elderly in care live their best lives.

read more
How to live your best life at home

How to live your best life at home

More older Australians than ever before have a subsidised Home Care Package to help them stay at home for longer. Here, we share some practical tips for getting the most out of your package.

read more

Contact Us

Please complete the following form to contact McEwen Investment Services today

 

13 + 4 =

McEwen Investment Services

4/53 Grandview St
PYMBLE NSW 2073
 
McEwen Investment Services Sydney North Shore