Navigating Aged Care Decisions: Barbara & David’s Story
Barbara, an active and independent 72-year-old, lives in the family home with her husband David, her partner of 48 years. Recently, David’s health has declined, and he now requires a high level of care. Their son Philip reaches out to Planwise on behalf of both parents, looking for guidance on what comes next.
Barbara and David are considering moving out of their home. While Barbara is open to change, she feels overwhelmed by the potential impact on her daily life, relationship, and future. The family hopes to find a solution where Barbara can continue to lead an active life with independence, while David receives the support and care he needs, all without losing their connection as a couple.
How Planwise Helped
At Planwise, we recognised that this family was facing multiple challenges:
Understanding aged care accommodation options tailored to different care levels.
Navigating the financial aspects, including selling the family home.
Supporting Barbara emotionally through the transition and helping her communicate her wishes to her family.
Assessing the suitability of residential care options for David.
Our consultant summarised these needs and provided a list of recommended providers, including aged care facilities that could meet David’s needs. We also encouraged Barbara to book a follow-up session to clarify her options and get personalised support.
The Follow-Up: Feeling Informed, Yet Overwhelmed
Three weeks later, Barbara contacted Planwise again. She had visited several aged care facilities and gathered information, but still felt overwhelmed by the complexity of the decision. Philip wanted to support his parents without taking control or pressuring them.
Creating a Plan with Confidence
Together, Barbara and her Planwise consultant:
Reviewed the main challenges.
Explored available care and accommodation options.
Created a step-by-step plan tailored to their needs and preferences.
Recognising the value of ongoing guidance, Barbara chose to become a Planwise member for 12 months. This gave her regular access to her consultant, resources, and peace of mind as she navigates the aged care system with confidence.
Key Takeaways
Navigating aged care is complex — emotional and practical support makes a difference.
Involving the whole family helps balance independence and care needs.
A personalised step-by-step plan provides clarity during overwhelming transitions.
Looking for guidance in a similar situation?
Planwise is here to support you every step of the way.