The conversations that we have with our clients about getting some extra support are always on a positive note with focus around retaining our clients dignity and capability . We focus on what our clients can still do and how this can continue to be supported in a care environment, rather than focus on the ways that they are not managing. We share positive benefits that clients can gain from having some assistance or making that difficult transition from the family home to an Aged Care facility and how this will add value to their lives. We add valuable support to the family carers that are assisting their family members.

Sometimes people just don’t want to admit to failing health, cognitive decline or just feeling helplessness but they don’t want to feel that family members are forcing them to admit this. This is where Pennywise Investments expertise can assist you.


Pennywise Investments can help you:
• Have that conversation that is often far too emotive for family members to be able to have.

Once the type of care required is established, Pennywise Investments can help you find an Aged Care facility that meets your needs and has accommodation available, this is no easy task. We then provide assistance to complete all the application forms and have contact with many of the local Aged Care providers and Home Help providers and are able to make enquiries on your behalf.

Our financial planner is the only accredited Financial Planner in Aged Care in the Southwest, his knowledge and contacts in the local Southwest areas ensure that you get the best possible result in your search for the desired services.


Pennywise Investments can help you:
• With a clear defined pathway for the best choices.
• Complete all application forms.

• Will the family home have to be sold or are there other options?
• Will the Centrelink or DVA pension be lost?
• What are the Aged Care fees and how will they be paid?
• Will there be enough money to afford long term care?
• Will there be enough spending money?

The financial implications of Aged Care or Home Care are complex, with relevant facts and figures changing regularly throughout each year. Unfortunately, seemingly simple financial decisions taken in haste can have long term detrimental financial implications.


Pennywise Investments can help you:
• Make the correct financial decisions.