Financial Planners and Investment Advisers
Sydney North Shore  1300 623 936


Clarity and choice over aged care decisions

Your focus is on doing what’s best for your parent or partner.

That’s our goal too.

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’ve been in your shoes, having helped family members transition from independent living to an aged care service.

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.

Moving a loved one to permanent aged care is an emotional time for families. You may feel like you carry an overwhelming weight of responsibility to make the best decisions.

Seeking practical advice from an experienced aged care financial adviser is essential.

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

The more informed you are, the more control you have about the choices ahead.

Meagan Roberts

Accredited Aged Care Adviser

Services and Fees

We offer a comprehensive advice service, which puts you in the best possible position to make decisions regarding your loved one’s aged care. Our fee is an investment in certainty and peace of mind.

Premium Package

Our Premium Package, for one person entering a permanent care situation, is $1,320 (includes GST).

Our comprehensive six step process delivers advice tailored to your situation, and will give you clarity on:

  • What needs to be done to access care
  • Aged care fee structures, for both accommodation and care
  • What you can afford, and how much you will pay for your preferred options, including the means-tested components
  • The payment options available, and the implications of each of those options
  • Broad strategies to manage cash-flow, reduce fees and increase entitlements
  • How to avoid the pitfalls

Our six step approach

Step 1 – We connect

We have an initial chat on the phone and arrange a meeting. During this conversation, we will seek to understand your loved one’s situation in broad terms and where you are on the aged care journey, in terms of process and understanding.

Step 2 – We collect information

We will ask you to provide some personal and financial information for the person entering care prior to our meeting. Having this in advance means we get the best value out of our face-to-face time together.

Step 3 – We meet

We can meet in person, by online video conference, or by phone – whatever suits you best. By the end of this meeting, you will understand how aged care costs work, how much it will cost for your loved one, the options for paying for their room, and strategies for maximising entitlements and minimising costs.

Step 4 – We provide a report

Our written report will guide you in your decision making. We will document everything discussed, so you’re clear on how much your loved one’s aged care will cost, and the next steps. We endeavour to provide this report to you within three business days of our meeting.

Step 5 – We help with paperwork

Many people find the Centrelink / DVA paperwork overwhelming. With our expertise in this space, we can efficiently guide you through those requirements.

Step 6 – We are available

Our service doesn’t end with your report. Your aged care adviser is only a phone call away if you have any more questions. Many families find the billing and invoicing from the aged care facility confusing initially, and we can help you with this as well.

Platinum Package

Our Platinum Package builds  on the Premium Package, 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.

If you’re on Sydney’s North Shore (from North Sydney to Hornsby), we can meet at your home for no extra cost. Beyond this, we may need to factor in additional charges for travel time.

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 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.”

– K. Robertson

“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.”

– P. Best

“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.”

 – K. Rae

“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.”

 – E. Bennett

“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.”

 – J. Parker

“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.”

 – B. Cooper

“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.”

 – J. Cronan

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Contact Us

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McEwen Investment Services

4/53 Grandview St
McEwen Investment Services Sydney North Shore