Financial Planners
When sifting through the figures is just too complicated, and understanding the actual costs associated with and affordability of the ideal facility has you stuck, our partnered businesses that specialise in financial planning have years of experience in these matters and are here to help........
Introducing our Business Partners
Financial Planners
Accredited Aged Care Financial Advice, helping you save money and understand the complex aged care system. Best intentions can have unintended consequences when someone is transitioning to care arrangements in the Later Years of Retirement.
We help you make informed decisions that minimise fees, maximise government support, and maintain Estate Intention.
Financial Planners
An FPA Aged Care Specialist with 20 years’ experience in financial planning. I provide advice to people who find themselves (or a family member) needing access to Aged Care support. The right information and advice can help you to make the best choices for your / their future care, security and happiness.
A clear course of action through the many Aged Care decisions.
Financial Planners
Robyn has been advising Aged Care clients since 2008. She knows her way around the complexities of fees, charges and Centrelink and has helped hundreds of clients Australia-wide with placing a loved one into aged care, with compassion, clarity and confidence. She is one of Australia’s most respected and experienced in the field.
Financial Planners
CarePlan Advisory was established with the goal to provide guidance, support,
and advice to those who are making important life and financial decisions for themselves or loved ones. We help our clients understand the process in a clear and concise manner.
FPA Aged Care Specialist with over 15 years’ experience in the financial planning industry. Through our experience and passion to help others navigate this area, we find purpose in delivering a comprehensive service and support to our clients.”
Financial Planners
At Beacon Aged Care, the provision of Aged Care advice isn’t just one of our services we offer, it’s all we do!
Our mantra is “We Care, We Guide” and it’s our empathetic approach that sets our service apart from “traditional” financial advisors.
Now in our 8th year of operation, in the past 12 months alone, Beacon has helped 900 families across the country navigate the complexities of the aged care sector, making Beacon one of the largest Aged Care Advice Specialists nationally.
Financial Planners
We Plan are financial experts in Aged Care, Centrelink and independent living.
We plan with you for your care needs, holding your hand throughout the process.
We explore all options available to you so you don’t miss out on any entitlements.
We Plan – Helping seniors plan for retirement and beyond.
We plan, we invest, we care.
Financial Planners
Drew Potts is one of South Australia’s longest serving and most experienced retirement living and aged care financial advice specialists.
An FPA Accredited Aged Care Specialist with over 35 years Drew and his team have the knowledge and skills to assist clients understand and optimise retirement living and aged care financial outcomes.
Financial Planners
Phillips Wealth Partners are specialists in aged care financial advice, retirement living and retirement planning.
Our aged care specialists and retirement planning consultants help simplify the financial decisions of moving into an aged care home, retirement village or granny flat arrangement.
Based in Canberra, and servicing clients Australia-wide, our team are dedicated to helping people plan for the next stage in life.
Financial Planners
Sage Care Advice are aged care financial experts, exclusively offering financial advice for people entering residential aged care. Providing an exceptional level of care to clients, compassionately guiding them through every step of the aged care maze. They take the stress out of the aged care process and ease what is often a difficult time in people’s lives.
Financial Planners
Our personalised advice is designed to remove stress around the decision-making process of aged care. We provide families with the clarity required to make informed decisions about the financial outcomes for loved ones entering aged care.
Director Shane Lee is an FPA Aged Care Specialist with 25 years of experience in financial planning.
Our team approach means we work together with your other professional advisers to deliver great outcomes.
Financial Planners
Dan is a Financial Planner specialising in helping aged persons and their families work through and clarify the complexity of the aged care system. Dan, an Aged Care Steps accredited adviser assists with stepping through care and accommodation options and costs while looking for opportunities to reduce these where possible and maximise any government assistance.
Financial Planners
• At Strategem, we are a firm that specializes in aged care services. We help families plan for the costs of aging, which can range from long-term care, home care, and assisted living. We understand that caring for an elderly loved one can be expensive and stressful, and we are here to help make sure you have the resources you need to provide the best possible care. If you're looking for advice to help plan for the changing landscape of aged care, we would be happy to schedule a free consultation