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Understand your client’s aged care costs and Age Pension entitlements with our Aged Care Calculator
The calculator allows you to:
- Understand a client's aged care costs, Age Pension entitlements and cash flow position
- Project estate values under three different strategies
- Model different care scenarios such as whether to keep or sell the family home
- Produce a comprehensive client friendly report
Visit AdviserOnline to access the calculator. Registration is easy and free to all financial advisers. Or contact your BDM who can help you with running the aged care calculator for your clients and modelling different strategies.
Helping with ongoing aged care costs
- Challenger CarePlus
- Technical paper
- Aged care costs
- Aged care guide
Helping with ongoing aged care costs
Challenger CarePlus can help by providing guaranteed monthly income for life to assist with ongoing aged care costs. It also delivers estate planning certainty via a lump sum death benefit.
Funding accommodation payments for residential aged care
Average costs of residential aged care
Understanding the fees and costs.
Aged care guide
Clients have many things to consider when making the decision to move themselves or a loved one into residential aged care. Learn more about the strategies available to help with managing the costs of care.
Case study and webinar
Our Technical team have developed detailed case studies to demonstrate how you can generate income to help clients pay the ongoing costs of residential aged care as well as leave behind a lump sum to nominated beneficiaries or their estate.Case study - Jane
Widowed, fund aged care and estate planningJane wants to afford her ongoing aged care fees and living expenses, provide an inheritance for her children and retain access to some funds.
Aged Care investment strategies webinar
Explore the strategies for someone entering aged care and demonstrate how to maximise cash flow and estate outcomes. We also hear from a financial adviser on how they’ve helped their clients through the aged care journey.
Age Pension Illustrator
Estimate your client’s Age Pension entitlement and see if your client is eligible for an immediate increase in Age Pension.
Adviser tools
Access these tools and more through our AdviserOnline portal. Register now - it’s easy and free.
Modelling scenarios
We offer a range of modelling tools including an Aged Care Calculator. Learn more about these tools and how to access them.
Generate quotes
Use this tool to generate a quote for Challenger CarePlus. It will show you the guaranteed income payments your clients could receive based on the factors you enter. Log into AdviserOnline to access eQuote.
Finding knowledge
Our resources are designed to empower you with the knowledge and tools you need to better serve your aged care clients. Take a look at the broad range of information for advisers that is held in our adviser Knowledge Hub.
Our Distribution team can help
Resources to share with your clients
You can add your practice branding to these documents and share them with your clients. Here are instructions for adding your branding.
Aged care - getting approval
Types of aged care
Aged care - fees and funding
Preparing for the aged care conversation
Latest adviser education and research
Our experts keep you up to date with education, insights and research for advisers relating to retirement income, aged care, and economic and market updates.
Social security income and assets test strategy zones
Aged care reforms from 1 July 2025
Protecting retirement income from inflation
Deciding what to do with the former home when entering residential aged care
