Aged Care Planning. Your Questions Answered.

Interested in finding out more about aged care planning?

Increasing life expectancy means more Australians and their families will need to consider aged care options. It’s not an easy choice, nor is it one made lightly.

Australia’s aged care system is complicated. To help guide you through the maze and deliver the best outcomes, for yourself or a loved one, Apt Wealth Partners and Patrick Rowan & Associates run a regular complimentary aged care planning information session in Geelong.

David Maddock of Apt Wealth Partners will discuss strategies to ensure you or your loved ones enjoy the highest level of care, and will include information on how to fund entry fees, minimise ongoing fees, maximise entitlements, and effectively invest assets.

Interested? Email to put your name on the list to attend the next Aged Care Planning Seminar.


How much money will you need to retire? What age will you be able to retire?

With these questions top of mind, is it time to stop thinking and start planning your retirement?

Apt’s senior financial planner, David Maddock, runs regular complimentary retirement planning seminars that will discuss strategies to live the lifestyle you want in retirement – planning and setting goals, maximising your super and other assets, and understanding legislation and entitlements.

Email to put your name on the list to attend the next Retirement Planning Seminar.