The Accountant That BuildsThe Accountant That Builds

The Financial Side of Aged Care: Insights from Specialists

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The Accountant That Builds

Welcome to The Accountant That Builds, a workshop style business and finance podcast focused on providing actionable advice to empower individuals and 
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When it comes to funding aged care, the challenges go beyond finances.

Decisions often need to be made urgently for loved ones requiring immediate out-of-home care.

These moments are emotional, and the process may involve complex estate planning or even disagreements among family members about the best course of action.In this episode, Shannon Smit is joined by aged care financial specialists Bianca Carroll and Tricia Hill from Smart Private Wealth.

Together, they explore this critical and often-overlooked topic.

You’ll learn what aged care financial planning is, why it differs from general financial advice, and how it can help families manage the costs of aged care while preserving assets, maximising benefits, and minimising tax losses.

Bianca and Tricia also share real-life examples of how their advice has led to life-changing outcomes for their clients.Whether you’re navigating aged care decisions now or planning for the future, this episode is packed with insights to help you move forward with clarity and confidence.

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The Accountant That Builds

Welcome to The Accountant That Builds, a workshop style business and finance podcast focused on prov 
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