Estate Planning, Retirement Planning and Aged Care

Your dedication to building wealth deserves a strategy that honours your efforts and secures your comfort in the years to come. Our team is here to provide the insight and support you need to make informed decisions for your financial future. With our expertise, you can look forward to enjoying your later years with confidence and peace of mind.

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Secure peace of mind for your golden years.

Whether you are considering an aged care facility for yourself or a family member, or simply want to enjoy your retirement, we help you create financial strategies and implement a solution that suits you and your life goals.

Aged care

Whether you are transitioning into an aged care facility, or assisting a loved one with the move, we help navigate the complex financial decisions involved. Through personalised, objective advice we ensure aged care costs are manageable now and sustainable long term.

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Estate planning and wealth management

Preserve your legacy with strategic estate planning. We safeguard your assets for a smooth transfer to your designated beneficiaries, providing for your family’s future and guaranteeing that your wealth is distributed to your beneficiaries efficiently and with optimal tax considerations.

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Retirement planning

We can help you plan for a secure and enjoyable retirement. We understand the challenges and opportunities that come with living longer and can help you make the right decisions for your financial future. Whether you want to retire early, access your super, or protect your wealth and assets, we will work with you to realise your goals and desired lifestyle.

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Financial service license details

Financial Services are provided by individual associated entities of separate independent Chartered Accounting firms part of the Nexia Australia Pty Ltd umbrella group. For more details, see our legal page here.

Some entities are individually licensed and others are corporate authorised representatives.

Nexia Sydney Financial Solutions Pty Ltd (ABN 88 077 764 222) have their own Australian Financial Securities Licence (No. 247300). See here for details.
Nexia Perth Financial Solutions Pty Ltd (ABN 54 164 264 331) have their own Australian Financial Securities Licence (No. 482926) See here for details.
Nexia Melbourne Wealth Strategies Pty Ltd (ABN 26 159 538 762) Authorised Representative No. 432939 (Nexia Melbourne Wealth Strategies). See here for details.