More about Jason…

From aged care financial planning specialist to aged care services expert

With over 20 years experience in the financial planning industry, I had dedicated my career to providing comprehensive financial solutions tailored to the unique needs of individuals and families navigating the complexities of aged care, short-term care, and home care. My journey in this field has since changed in direction through my own experience in caring for my mother’s needs after my father's passing in 2023, shaping my understanding and approach to planning in the realm of all aged care services.

Professional Journey

I began my career as a financial planner with a focus on traditional financial services, including retirement planning, superannuation, Centrelink, investment strategies, and wealth protection. In recent years, I obtained additional certifications and specialised training in aged care and home care financial advisory services. I assisted countless clients in navigating the financial landscape of aged care, providing them with tailored strategies to ensure their loved ones received the best possible care without compromising their financial security.

However, it soon became apparent to me that there was a significant gap in the market for specialised advice tailored to the home care and aged care sector. As our population continues to age, the demand for quality home and aged care services has skyrocketed, yet many individuals and families find themselves unprepared for the implications that come with planning for this phase of life.  Recognizing this need, I pivoted my focus away from the financial planning aspect and immersed myself in the intricacies and practicalities of helping families arrange home care services or respite and residential aged care.

Personal Journey

My professional commitment to aged care financial planning took on a new dimension when my father passed away in 2023. In the wake of his passing, my mother began to experience increasing care needs. We as a family faced the daunting challenge of balancing our own work/life/family responsibilities with our duty to our mother’s health and well-being.

The experience of caring for my mother has been both heart-wrenching and enlightening. It provided me with firsthand understanding into the emotional and practical struggles that families endure when a loved one requires care. Navigating the complexities of her care needs, from coordinating home care services to managing day-to-day needs, gave me a deeper appreciation for the importance of meticulous planning to ensure that care decisions are made with both compassion and pragmatism.

My Mission

Caring for my mother has not only deepened my empathy and understanding of the challenges faced by families in similar situations but has also reinforced my commitment to making a difference in the lives of others. My personal journey has instilled in me a mission to empower families with the knowledge and resources they need to make informed care decisions.

My journey has equipped me with the expertise, compassion, and dedication to guide families through the complexities of care services. I am committed to ensuring that every client receives the tailored advice they need to secure the best possible care whilst preserving their dignity and well-being.

Expertise in Home Care and Aged Care Planning

Drawing from my personal and professional experiences, I have developed a holistic approach that encompasses:

  1. Comprehensive Assessments: I conduct thorough assessments to understand the unique care needs of my clients and their families. This includes evaluating care preferences and the availability of support networks.

  2. Customised Strategies: Each client receives a personalized plan that addresses their specific care requirements. This includes evaluating care options, optimizing Centrelink benefits and government support, and leveraging available resources to ensure affordable and high-quality care.

  3. Navigating Government Regulations: The home care and aged care sectors are heavily regulated, with a myriad of rules and regulations governing care services. I guide my clients through the complexities of these regulations, ensuring they are aware of their entitlements and obligations.

  4. Understanding the costs: Our aim is to help you understand the costs associated with the relevant care services as you age, ensuring you have peace of mind as you or your loved ones transition through this phase of life.

  5. Ongoing Support and Advocacy: Care needs and personal circumstances can change over time. I offer continuous support and advocacy, helping my clients adapt their plans as needed to ensure their loved ones receive consistent and quality care.

Looking ahead

As we continue to grow and evolve, our dedication to improving the aged care experience remains unwavering. We are constantly seeking innovative ways to enhance our services, leverage technology to streamline our services, and advocate for the highest standards of care in the industry. Our vision is to create a future where every individual and family can navigate the aged care system with confidence and ease, knowing that they have a trusted partner in Astute Care by their side.