We understand that arranging alternative accommodation for a loved can be a daunting and stressful time. As specialists, we have the knowledge, experience, and professional skills to help you. It is our role to guide you through the overload of information and uncertainty, helping you to achieve the best outcomes for your family and loved ones.
We can help you with the following:
• best option for paying the entry fees
• confirming affordability of care
• best option for the family home
• best option for your income & assets
• maximising Government entitlements
• minimising ongoing costs
• maximising inheritance
• finding your new home
• completion of forms
• written financial advice
• staying on track
* Denise Kipling is a Certified Financial Planner, Age Care Specialist, Accredited Aged Care ProfessionalTM, providing Aged Care Specialist Advice since 2006 and a Member of Financial Planning Association (FPA).
*Financial Success SA Pty Ltd ATF the Financial Success Trust 68 114 614 838 t/as Financial Success specialising in Aged Care Financial Advice is a Corporate Authorised Representative of NEO Financial Solutions Pty Ltd AFSL 385845 ABN 64 141 607 098.
Testimonials:'It has been such a relief having Denise help us with the finances for mum and dad over the past six months. She has an extensive knowledge of the ins and outs of aged care and provided us with a wide range of options which enabled us to make informed choices in regard to property, shares and investments. On top of this she showed a keen interest in mum and dad's well-being. We appreciated her understanding, patience and thoughtfulness during this challenging time.'
The advice contained within this document does not consider any persons’ objectives, needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product, persons should assess whether the advice is appropriate to their objectives, needs or financial situation. Persons may wish to make this assessment themselves or seek the help of an adviser. No responsibility is taken for persons acting on the information within this document. Persons doing so, do so at own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Advisors & Professional Services
- Available in SA
- Financial advisors
- Financial services