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Introducing Vista Financial Group's Aged Care Financial Planning Service, dedicated to providing peace of mind and support to those who are considering transitioning into aged care and their families. We understand that this decision can be difficult, but we are here to ensure that the process is as smooth and manageable as possible, especially when it comes to the financial aspects.

Leaving the comfort of your own home and entering an aged care home is a significant life transition. However, with the right planning and guidance, you can maintain your quality of life while receiving the care and services you need. Our Aged Care Financial Planning Service is designed to help you navigate the financial complexities and make informed decisions that align with your goals.

Our team of experienced financial planners specialises in aged care financial planning and understands the unique challenges faced by families during this time. We will work closely with you to develop a personalised financial plan that takes into account your assets, income, and the costs associated with living in aged care. Our aim is to ensure that you can afford the care you need without compromising your financial position.

We will assist you in understanding your entitlements and benefits, including Centrelink support, providing you with regular estimates of your entitlements at each step of the process. Additionally, if you have a family home, we can help you explore the best options for managing this asset in relation to aged care costs.

Our compassionate approach ensures that we guide and support you every step of the way, in a manner that is easy to understand. We are dedicated to making the transition into aged care as smooth as possible, alleviating any financial concerns and ensuring that you and your loved ones can focus on what truly matters—your well-being and quality of life.

At Vista Financial Group, we are committed to providing comprehensive and compassionate aged care financial planning services for potential residents and their families. Contact us today to learn how we can assist you in navigating the financial aspects of aged care, allowing you and your loved ones to embrace this new chapter with confidence and peace of mind.


Meet Sonia Mezentseff and Kate Borch, highly skilled and compassionate financial advisers with a specialised focus on aged care planning. With a distinguished career in the financial services industry, Sonia has earned a reputation for her exceptional expertise in guiding individuals and families through the complexities of retirement and aged care, alongside Kate Borch, who brings her own adeptness in handling similar financial matters. Together, they offer comprehensive support tailored to the unique needs of each client.

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Financial Adviser

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Financial Adviser

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