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Navwealth Financial Services

Approaching Aged Care with True Dignity and Respect

We’ll make your chosen destination a worthwhile and fulfilling one.

Strategic Aged Care Solutions

At Navwealth, we take the time to understand you and your family’s needs, wishes and financial situation to better guide you through the emotional journey of moving into Aged Care.

Our dedicated team will determine the services you
need, assist you in making informed, smart choices
about moving to an Aged Care facility and advise you
on how best to reduce your costs and preserve your
financial assets.

Embark on Your Pathway to Aged Care

Connect

To afford and enjoy quality care

Like any destination, an Aged Care facility is not just a physical place, it’s a home, a new way of life. We want to help you align your finances with your ideal destination to afford a better quality of living.

Navwealth’s Aged Care solutions can offer you and your family greater choice, reduce stress, ease the decision-making burden and most importantly, enable you to afford quality Aged Care.

What we offer

  • Help you understand what you can afford and how to fund the costs in a unique strategy document
  • How to minimise aged care costs, maximise Centrelink and preserve your wealth
  • Help to structure your assets and estate, when entering Aged Care
  • Assistance with Centrelink and Aged Care cost forms and applications

Your dream financial destination is not just a place – it’s a purpose

Let’s clarify your purpose and align your financial resources.

Start Your Journey Towards Financial Freedom

Connect

The Navwealth Difference

At Navwealth, we take the time to understand you and your family’s needs, wishes and financial situation to better guide you through the emotional journey of moving into Aged Care.

Minimising Costs

We take the time to align your unique finances with your desired outcome to cashflow accommodation payments effectively while minimising Aged Care facility fees.

Avoid Expensive Mistakes

Aged care expenses are significant and so mistakes can be costly. To ensure you can afford the perfect Aged Care destination, it’s best to seek the advice of trusted experts like us.

Reduced Stress and Decision-Making Fatigue

With expert financial counselling, Navwealth helps you plan & prepare with intentionality and direction to understand your position.

Avoid Family Disputes

Consulting a fair and external mediator like Navwealth can minimise family disputes and ensure everyone’s wishes are heard and considered.

Achieve Your Dream Financial Destination. It’s possible.

At Navwealth, we’ll help you navigate your journey towards financial freedom with purpose.

Contact Us Today

Other ways we can help you

To better navigate your financial future.

  • Financial Planning
  • Accounting & Tax
  • Bookkeeping Resources
  • Business Advisory
  • Finance & Lending

Destination on purpose

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© Copyright 2026 Navwealth Financial Group Pty Ltd | All Rights Reserved

Disclaimer: Navwealth Financial Group Pty Limited ABN 71 064 594 350, trading as Navwealth. Navwealth is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706.

Accounting, taxation, and business advisory services are provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463, Liability limited by a scheme approved under Professional Standards Legislation.

Any advice provided by Navwealth Accounting Pty Ltd ABN 53 197 267 463 detailed above is provided independently of Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, Akumin Financial Planning Pty Limited. Neither Navwealth Financial Group Pty Limited ABN 71 064 594 350 and our Licensee, Akumin Financial Planning Pty Limited take any responsibility for any actions or services they provide.

General Advice Warning: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Testimonials: These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

  • About
    • Our Approach
    • Our People
    • Careers
  • How we Help
    • Why Choose Us
    • Financial Planning
    • Accounting & Tax
    • Bookkeeping Resources
    • Business Advisory
    • Aged Care
    • Finance & Lending
  • Our Clients
  • News
  • Resources
    • NavTalk Podcast
  • Contact
  • Login