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Sonia Dallimore

Vista Financial Group

25 Yrs Experience
Beaumaris, VIC 3193

Aged Care advice:

When the time arises to help a loved one into an aged care facility, it can be confusing and emotionally challenging for all.

You know you want the best care, but the practical issues also need to be considered. Is the preferred aged care facility affordable in both the short and long term? Will the choices you make now impact on pension entitlements? Will the family home need to be sold to obtain capital to pay for aged care?

Its important to ensure you know all the facts and take some time to plan to make sure you make the right decisions in this challenging time.

As an Aged Care Specialist Financial Adviser I can meet with you to formulate a plan that considers all of your aged care funding options. The plan will incorporate:

  • how to organise or structure the accommodation payment/accommodation contribution (whichever applicable) based on your goals and objectives

the calculation of the Means Tested Care Fee

  • minimising theses costs and charges where possible
  • an analysis of cash flow to ensure there is sufficient income to meet all outgoings
  • an analysis of Centrelink/DVA entitlements and maximising these where possible
  • planning to make care affordable in both the short and long term.

Please don't hesitate to contact me for a no obligation initial consultation on 0429438464.

Warmest Regards,



  • Government Assistance
  • Retirement & Pension
  • Aged Care

My fees

I offer a free initial consultation for potential new clients. Get in touch

A flat dollar fee is payable for engaging financial planning services. The fee payable will range from $3,300 to $6,600 depending on the services to be engaged. All fees will be advised prior to the Engagement of services.

At a glance

  • Adviser status Bronze
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualification
    • Bachelor of Business (International Trade)
  • Language spoken
    • English

Vista Financial Group

6-8 Keys St
Beaumaris, VIC 3193

Opening hours

  • 8:00am – 4:00pm Monday – Tuesday, Thursday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232