About Us

About Us

If you are looking for experienced finance professionals who can guide you through the residential aged care maze, Perth Aged Care Financial Advisers are ready to help. Whether it’s for you or for your loved one, our personalised approach in providing aged care financial services in Perth is proven to make real difference to people’s lives. Aside from being away from home and family, increasing nursing home costs can be one of the greatest challenges of moving into a residential aged care. It is our goal to help you manage your funds well and avoid costly mistakes when dealing with aged care fees. Perth Aged Care Financial Advisers help you get on track and successfully find your way to a stress-free entry to a residential aged care.

Residential aged care fees can be confusing and the rules are complex and ever changing. Our aged care financial specialists are here to help you understand the implications of every financial decision you are about to make. Because this is a challenging time for both you and your family, our goal is to provide Perth residents and families with age care assistance that eliminates unnecessary stress.

Perth Aged Care Financial Advisers will help you deal with important aged care decisions including:

Meet Our Team

Meet our wonderful team of certified advisers and aged care financial specialists who can help you through every step of the entire transition process.

Malcolm Davis
Practice Principal and Senior Adviser
Malcolm has more than 25 years of experience in financial planning, specialising in structural and investment advice. He joined Charter Financial Planning in 2006 and formed Aspire2 Wealth Advisers in 2008. Malcolm has an MBA from Deakin University and an Advanced Diploma in Financial Planning.

According to Malcolm, the best part of his job is helping people solve their problems, explaining what is complicated for others, and providing clients peace of mind. The interaction with people from all walks of life is a constant highlight, and he is amazed how you can learn from something from everyone if you just care to listen.
Alan Thomas
Senior Adviser
Alan has been a certified Financial Planner for over 20 years, working with retirement clients and wealth generators. Alan has a degree in Business and is a Certified Financial Planner. Early in his career, he spent years working with Colonial Mutual, specialising in retirement income streams.

Alan finds his fulfillment in providing clients with a sense of financial security by suggesting an active plan to help them reach their lifestyle goals. For Alan, the most rewarding part of his job is developing close and long-term trusted relationships with clients and being a part of their dreams and financial goals.
John Bartle
John joined the financial services industry in 2011, and in October 2014 completed a specialised Aged Care course that deepened his understanding of the unique financial and emotional challenges faced by seniors and their loved ones. Equipped with this knowledge, John has been offering comprehensive Aged Care advice ever since. John’s primary goal is to empower families with the information they need to make informed decisions regarding Aged Care options. With the aging population and evolving government policies, it is crucial to have a reliable and knowledgeable advisor by your side.

John’s expertise encompasses various aspects of Aged Care, including financial planning, understanding government subsidies, accommodation options and ongoing care provisions. He stay’s up-to-date with the latest industry developments, continuously expanding his knowledge to offer the most relevant and effective advice to his clients.
Tracy Wan
Tracy joined the financial services industry in 2007 and brings more than 15 years’ experience to her position at Perth Aged Care Financial Advisers. Tracy holds a degree in Economics and is a Certified Financial Planner.

Tracy recognises that the planning for aged care requires a sensitive and empathetic approach. She is dedicated to providing personalised advice, tailored specifically to meet the unique needs of clients requiring care and aims to eliminate the stress this can cause families.

Why Choose Our Advice

We provide transparency

Moving to a residential aged care is a journey. We want to gain your trust by having our documents fully disclosed and explained to you. Unlike other complicated financial paperwork, our documentation is direct to the point, simple, and easy to understand.

We provide results

We present you with a variety of options and their implications to guide you in the decision making process. Our common goal is to get the best aged care service at the lowest cost.

We provide value

Our personalised financial advice leads you and your loved one to better choices and carefully planned decisions. Starting your aged care journey in the right way provides long-term benefits and greater peace of mind.

We care to listen

We make sure we are fully informed of your situation before providing any financial advice. We want to hear your thoughts, and goals, so that together, we can plan ways to achieve them.