Affinity Aged Care Financial Services is now known as Alteris Financial Group.

Understanding the costs can be confusing.

We help clients move into aged care with confidence

Aged Care Operators

Unlike other financial planning agencies, Affinity Aged Care Financial Services has a dedicated team of highly skilled specialist Aged Care financial advisers. There are many ways our skills can benefit your facility.

Training for aged care facility managers and client liaison staff

We increasingly hear that your facility managers and client liaison representatives receive enquiries that touch on the financial implications of a move. We can help you convert enquiries into permanent placements in a number of ways.

We run regular training courses for employees of aged care facilities to help them understand how we work and how to confidently manage basic financial enquiries.

In-house seminars

We regularly conduct on-site seminars for residents, their families and referrers to demonstrate the affordability of a move into an aged care facility.

Industry events

We are regular guest speakers at seniors’ organisations meetings such as Probus and National Seniors. We also regularly organise and attend Seniors Expos with other service providers.


Updating the industry

We offer exclusive boardroom briefings to industry CEOs, CFOs and senior executives to update you on Government initiatives and industry trends. We do this in conjunction with Rachel Lane, CEO of Aged Care Gurus and co-author of Aged Care Who Cares.

In addition, we also assist Aged Care facility operators to promote their individual product offerings.

Working with Prospective Residents


Demonstrating affordability

Many of our clients come to us contemplating a move into aged care but are unsure of the affordability of such a move and the impact on their estate. Our specialist Aged Care financial advisers regularly show potential residents how, in most instances, their preferred facility is affordable and making the move will have minimal impact on the eventual size of their estate.

We also work extensively with our clients to establish and manage their financial portfolios to ensure their cash-flow requirements are met and maintained.

Navigating the process

We are able to simplify the often complex fees and charges for residents and their families to help them make an informed, no-surprises financial decision before moving into aged care.

Our advisers develop strategies to assist residents to maximise Centrelink and Department of Veterans Affairs entitlements. We also act as a liaison with these departments when requested by clients.

Speak to one of our specialist senior advisers

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