Olive Grove Financial Advice - Retirement and Aged Care Specialist

Olive Grove Financial Advice - Retirement and Aged Care Specialist Award-winning specialists in Aged Care & Retirement Planning. End-to-end service working with Centrelink on your behalf.

Supporting Australian families nationwide. Specialising in Age Pension Planning and Aged Care Financial Planning, Bill and his team offer a variety of financial planning services designed to help you no matter your stage of life. With a background in the banking and finance industry, Bill has worked with some of the biggest and most established financial institutions in Australia and brings his co

mmitment to quality financial advice to every client. Book in a chat with Bill to see how InFocus can give you peace of mind and set a clear path for managing your finances.

Thinking about selling the family home?Before signing with the agent, it's worth understanding how the sale proceeds wil...
11/06/2026

Thinking about selling the family home?

Before signing with the agent, it's worth understanding how the sale proceeds will affect your Age Pension. The family home is exempt from Centrelink's assets test, but that changes the moment it sells. Timing, how the remaining funds are structured, and whether a Downsizer Contribution makes sense for your situation all matter more than most people realise.

We've written a short article covering the key things to think through before you downsize. Read it via the link below, or book a complimentary 15-minute chat to talk through your own situation.

www.olivegrovefinancial.com.au/post/downsizing-and-your-age-pension-what-you-need-to-know-before-you-sell

📅 Book a chat: www.olivegrovefinancial.com.au/contact-us

Did you know older Australians receiving government-funded Aged Care have a legally enforceable Statement of Rights?Here...
09/06/2026

Did you know older Australians receiving government-funded Aged Care have a legally enforceable Statement of Rights?

Here is what it means for your parent:

- The right to make decisions about their own life and have those decisions respected
- The right to privacy and dignified care
- The right to raise concerns without fear of being treated unfairly
- Providers are now legally required to uphold these rights

Families also have a clearer role through the new registered supporter arrangement, which is separate from legal instruments like an Enduring Power of Attorney.

Questions about how this fits alongside your parent's Aged Care plan? We are here to help.

📞 Book a free call with Bill: https://www.olivegrovefinancial.com.au/contact-us

When an elderly mum needs to move from a retirement village into permanent Aged Care, the paperwork alone can feel overw...
04/06/2026

When an elderly mum needs to move from a retirement village into permanent Aged Care, the paperwork alone can feel overwhelming. Let alone making the right financial decisions.

That's exactly what Sean and his family were facing. With Bill's guidance, they had a clear picture of their financial outlook, workable options on the table, and someone to handle the government and nursing home coordination on their behalf.

That's what end-to-end means to us. From the first conversation through to implementation, we do the hard work so you and your family can focus on what matters most.

We specialise in Retirement to Aged Care Financial Advice, and we're here when you need fast, accurate advice at the moments that count.

📩 Reach out to our team to explore how we can help.

www.olivegrovefinancial.com.au/contact-us

The end of the financial year is just weeks away, and for retirees and families navigating downsizing or retirement vill...
28/05/2026

The end of the financial year is just weeks away, and for retirees and families navigating downsizing or retirement village living, now is the time to review.

Swipe through to see what to focus on before 30 June, depending on where you're at in your journey. 👆

Whether it's understanding how a home sale affects your Age Pension, or reviewing whether small changes to your finances have affected your Centrelink entitlements, these are the conversations worth having now while there's still time to act.

At Olive Grove, we work with families at every stage of this journey. If any of this resonates with you or someone in your family, book a chat with Bill before the financial year closes out.

📅 Book a call: https://www.olivegrovefinancial.com.au/contact-us

The 2026–27 Federal Budget committed $3.7 billion to the aged care sector. It is the largest single commitment in recent...
26/05/2026

The 2026–27 Federal Budget committed $3.7 billion to the aged care sector. It is the largest single commitment in recent memory, but behind the headline figure, the picture is more complicated. 💚

We have broken down exactly what was announced, where the gaps remain, and what it means for families navigating Aged Care decisions right now.

Read the full article via the link below.

https://www.olivegrovefinancial.com.au/post/the-2026-27-federal-budget-what-it-means-for-aged-care-and-your-family

A couple in their early 70s sold for $900,000, bought a unit for $550,000, and had $350,000 left over. What they had not...
14/05/2026

A couple in their early 70s sold for $900,000, bought a unit for $550,000, and had $350,000 left over. What they had not planned for was what that $350,000 would do to their Age Pension.

Those proceeds become an assessable assets - which can impact entitlements.

At Olive Grove, we work through the numbers with you before a decision is made, so there are no surprises after settlement.

If downsizing is on your radar, we would love to have a chat before anything is decided.

👉 Book a free call:

https://www.olivegrovefinancial.com.au/contact-us

Thinking about downsizing? It is a completely natural question, and for many families a genuinely positive decision.But ...
12/05/2026

Thinking about downsizing? It is a completely natural question, and for many families a genuinely positive decision.

But there is one thing that catches people off guard. When you sell your family home, the proceeds become assessable assets under the Age Pension assets test. Your home is exempt. The money from selling it is not. As a private financial advice firm specialising in navigating Centrelink for aged care and retirement clients, we see this surprise families regularly.

We have put together three things worth knowing before you list, including why timing around EOFY matters more than most people realise.

👉 Read the full article via the link below, or book a FREE call to talk through your situation.

https://www.olivegrovefinancial.com.au/post/downsizing-and-your-age-pension-what-you-need-to-know-before-you-sell

To all the mothers, grandmothers, and the families who love and care for them. Wishing you a warm and peaceful Mother's ...
09/05/2026

To all the mothers, grandmothers, and the families who love and care for them. Wishing you a warm and peaceful Mother's Day. 💚

When a parent is discharged from hospital, everything feels urgent at once. Calls to make, paperwork to find, family to ...
05/05/2026

When a parent is discharged from hospital, everything feels urgent at once. Calls to make, paperwork to find, family to keep informed, and very little sleep.

What most families don't realise is that a few key financial steps taken in those first 48 hours can significantly affect the support available down the track. Things like registering for an aged care assessment, locating an Enduring Power of Attorney, and understanding your care options before signing anything.

Read the full article using the link below. 👇

https://www.olivegrovefinancial.com.au/post/the-first-48-hours-after-your-parent-s-hospital-discharge-financial-priorities

Address

3 Spring Street
Sydney, NSW
2000

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Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm

Telephone

+611300924644

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