Financial in Bacchus Marsh, Victoria 3340
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Advisors & Professional Services
ACA PrimeCare Financial Planning
Provided by
PrimeCare Financial Planning
Aged Care Advisers Australia Wide!INDEPENDENT AGED CARE SPECIALISTS SINCE 2007Interactive Video Consultations Also Available! "Aged Care Financial Specialist Australia Wide"
Financial Consultations & Advice
Expert Centrelink & DVA ServiceHome Care Options Explained
Aged Care Accommodation Placement Service
RAD & Fee Negotiation.
We Don't Do Anything Else!How does the 2025 Aged Care Reforms Impact you?Higher RADs * RAD Retention * Higher Fees!Book an appointment with our aged care experts to find the mosteconomical way forward for your loved one!Contact us on 1300 853 875 or enquire@primecarefinancial.com.auThe PrimeCare Commitment to You:
Flat Fee ConsultationsMinimise your means tested care fee
Explore all options to maximise your Centrelink / Veterans Pension
Explain the fees, charges and entry and exit costs
Explore options to retain the family home and finance the accommodation costs
Illustrate the financial implications if you sell the family home
Compare a range of cash flow scenarios to ascertain the most affordable option
Complete and lodge the Centrelink forms – to save you time
Explain all the savings available for self-funded retirees
Make all information clear and easy to understand via an information road map
Empower you to understand the aged care maze.
You're sure to find one of our expert independent advisers near you! Our Offices:Ballarat * Bentleigh * Camberwell * Dandenong * Geelong Heidelberg * Mt Eliza * Ringwood * Sunshine * Templestowe Australia Wide, Video Consultations also available!FAAA CFP® AFP ProfessionalsHolder of our own Australian Financial Services License No. 473141
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Advisors & Professional Services
Well Placed Care - Independant and Personalised Aged Care Specialists
Provided by
Well Placed Care
Well Placed Care are independent & personalised aged care specialists.
Often when care needs arise it can be a very emotional time for all involved. The time & knowledge required of you, or family members to obtain documentation and find appropriate care is often limited. We know that many of the processes involved in the aged care system can be complex and time consuming. By letting us take care of all the necessary details, you and your loved ones will have the time to concentrate on oneself and each other.
We encourage future planning to enable a proactive approach and ensure efficient, informed and gentle advice for your aged care requirements.
We have positive long term relationships with many care providers and are able to secure various discounts and priority placements.
Our services are here to assist and guide you through each step, from assessments, home care and residential placement including a 1hr appointment with our financial advisor and a post placement wellbeing follow up.
Our extensive knowledge of the industry will enable you to make informed choices when it comes to making decisions that are life changing and ultimately positive.
We are able to assist with all types of aged care including home care, respite, permanent care, emergency, transition, people living with dementia and couples care.
We have proven skills and experience in matching your family’s needs with an appropriate care provider.
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Aged care financial advice is a highly specialised field in which most financial planners only have a limited understanding. Alters' specialist lifestyle and care financial advisers are aged care specialists and are highly skilled to assist you or your loved one to make what can be a challenging transition with confidence.
We can provide you with all the information and advice you need to make an informed decision, covering key issues such as, fee structures and affordability of care, correct structuring of assets and income, maximising Centrelink/DVA Pension entitlement, and decisions around keeping or selling the family home.
Advisors & Professional Services
Financial Success SA - Aged Care Specialists
Provided by
Financial Success SA
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• completion of forms
• negotiations
• written financial advice
• staying on track
Contact: Denise Kipling on (08) 8223 6880 or email her by clicking on the 'Send a message' button. To find out more click on the 'Visit Website' button. * Denise Kipling is a Certified Financial Planner, FAAA Age Care Specialist, Accredited Aged Care ProfessionalTM, holds a Graduate Diploma in Financial Planning and has been providing Aged Care Specialist Advice since 2006; and a Member of Financial Advice Association Australia (FAAA). *Denise Kipling is an Authorised Representative No 235861 of Financial Success SA Pty Ltd ATF the Financial Success Trust ABN 68 114 614 838 t/as Financial Success specialising in Aged Care Financial Advice is a Corporate Authorised Representative No 235520 of InterPrac Financial Planning Pty Ltd AFSL 246638 ABN 14 076 093 680.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.'Helen R.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.
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Advisors & Professional Services
Oracle Advisory Group
Charlestown, NSW 2290
Provided by
Oracle Advisory Group
Assist you & your family to understand the range of care options and how the aged care system works.
Outline steps ahead to help you find & access the right type of care.
Act as a central reference point for clear, relevant information on aged care and how your finances are impacted.Help you to evaluate what you can afford so you can focus on searching for a suitable aged care service.Explain the fees & how they are calculated to estimate what you might need to pay.
Evaluate the options and strategies for your accommodation payment.
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Advisors & Professional Services
Voyager Wealth Management
Canungra, QLD 4275
Provided by
Voyager Wealth Management
We make your financial options easy to understand so you know exactly what lays ahead for you and will work directly with you or your family group to ensure your wishes are heard and you have a plan in place that is in your best interests.We can come to you at home, your aged care residence or in our offices across Scenic Rim, Gold Coast, Brisbane and Sunshine Coast, at a time that suits you.
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Advisors & Professional Services
Olive Grove Financial Advice
Provided by
Olive Grove Financial Advice
Specialists in Aged Care Financial Advice & Retirement PlanningOur structured and disciplined approach to providing advice is designed to simplify your life. We do the hard work so you can make informed financial decisions, without the stress.Our service is end-to-end. We work with Centrelink and service providers to put your plan in place. Whether you are applying for the Aged Pension, Home Care or Residential Aged Care support, we can help you understand your options.
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Genuine, trusted information and advocacy for seniors and their families. Speak to a Centrelink/DVA expert without spending hours on hold! I started We Plan because I am passionate about helping older Australians plan for their twilight years, so that they may enjoy this time without financial worry and with dignity.I also assist with creating financial plans for retirees whose main objective is to live at home or independently for as long as possible.
I look forward to speaking with you about your situation.Rosie Bouton, We Plan - Helping older Australians plan for retirement and beyond.
Disclaimer: This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of this document.
We Plan Pty Ltd (ABN 31 756 092 774) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523
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Advisors & Professional Services
Wakefield Partners - Financial & Investment Planning
Dulwich, SA 5065
Provided by
Wakefield Partners
Organizing aged care for a loved one is traumatic and emotional enough without the money side of things.
Our view is that the financial aspects and implications of aged care are best discussed face to face. We can present you with all the scenarios in our initial consultation, providing you with the information to make key decisions quickly. In person, phone or Zoom - we can help!Don’t be fooled into thinking you need an expensive financial plan to enter aged care. You just need the options, presented quickly and in plain English.
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SFR Advisory Group is a truly multi-disciplinary advice practice with expertise in Financial Planning, Aged Care, Self Managed Super, Taxation, Property and Estate Planning and Administration. By combining our extensive experience and scope we can provide the best integrated personal advice beyond what is otherwise available by limited advice firms. SFR Advisory Group more importantly aims at being a caring organisation that wants to make our sophisticated advice service that is normally only available to the ultra-well-heeled to the broader community. Service Offerings Include:• Estate Planning Review – EPAs, EPGs, Living Wills, Wills, Testamentary Trust - Absolutely necessary before you or your loved ones lose capacity.
• Centrelink Review – Are you optimising your benefits? Including Centrelink and Aged care Nominee services
• Home Care vs Institutional Care.• Accommodation Planning – own home, strata or lifestyle village (lease-for-life) options.
• Taxation, Superannuation (including SMSF) and Investment Review.• Implications of incapacity or death and death tax minimisation strategies.
• Family Trust, Business Assets and Investment Property Review.
• Beneficiaries Special Needs or Circumstances Considerations.
• Estate Administration – full support for executors and trustee of estates including application for probate and complete administration service.We offer a $99.00 Review and a money back guarantee if you don't value the advice provided. (This can be done in person, over the phone or via video conferencing)"SFR has helped us tremendously! They meticulously prepared the application for probate, set up the the Estate bank account (and cheques deposited) , arranged the the dispersion and beyond, and were alongside both of us through everything, we honestly feel the services are too good to be true and they should be charging more! " Claire and Mike MCall or email us to arrange an appointment today to speak with a SFR Advisor.
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Advisors & Professional Services
We Plan - Centrelink and Aged Care Specialist
Provided by
We Plan Financial
Are you or a loved one about to enter the aged care maze? Wondering if you can afford it? Worried how it will affect your pension? Speak to a Centrelink expert without spending hours on hold!I offer an initial consultation at no cost to you.I help retirees maximise their pensions and overall cashflow, while minimising the costs of aged care.I started We Plan because I am passionate about helping older Australians plan for their twilight years, so that they may enjoy this time without financial worry and with dignity. I also assist with creating financial plans for retirees whose main objective is to live at home or independently for as long as possible. I look forward to speaking with you about your situation. Rosie Bouton, We Plan - Helping older Australians plan for retirement and beyond.Disclaimer: This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of this document.We Plan Pty Ltd (ABN 31 756 092 774) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523
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Advisors & Professional Services
Aged Care Financial Planning
Melbourne, VIC 3000
Provided by
Aged Care Financial Planning
At Aged Care Financial Planning, our expert advisers based in Melbourne and Sydney provide tailored financial solutions for seniors transitioning into aged care. Our team of Certified Financial Planners (CFP) and Accredited Aged Care Professionals (AACP) specialise in aged care financial planning, ensuring you receive top-quality advice. We focus on funding aged care accommodation, minimising costs, and maximising pension entitlements. Experience peace of mind with personalised, professional, and friendly guidance that eases financial stress during this significant life phase. Trust ACFP to help you and your family navigate the complexities of aged care financial planning.
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Advisors & Professional Services
Sage Care Advice
Maroochydore, QLD 4558
Provided by
Sage Care Advice
Sage Care Advice is privately owned, and the Sunshine Coast’s leading aged care financial experts, we have earned our reputation of excellence in this specialised field.We have a big commitment to assisting our clients with aged care funding issues. From achieving the right balance between minimising fees, maximising the age pension and ensuring affordability of care fees to liaising with your aged care provider and Services Australia. We reduce the burden of business and leave you more time to focus on your loved ones.We'll save you time and stress, leaving you to focus on your family.
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We have a proven step-by-step process which will help you with aged care advice and placement, which includes:
Understanding individual care needs, financial situation, preferred location, and personal preferences
Completing Centrelink Forms SA485 or SA457
Shortlisting appropriate care homes
Arranging facility visits to your preferred timetable
Preparing application and admission paperwork
Monitoring applications and advocating priority admission
Negotiating the residential care fees, specifically the Refundable Accommodation Deposit (RAD) and other service fees (if applicable)
Our personalised service is tailored to your unique family requirements and covers all aspects of aged care advice and placement.
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Advisors & Professional Services
Progressive Financial Solutions
Bundoora, VIC 3083
Provided by
Progressive Financial Solutions
At Progressive Financial Solutions, our goal in the Aged Care space is to remove the added financial challenges you will face when placing a loved one into an Aged Care facility, allowing you to focus on the care of your loved ones. We provide you with multiple possible strategies to consider for your loved one and use our expertise to put a plan in place to maximise your loved ones cashflow and preserve their assets throughout their lifetime. We provide premium ongoing financial and Centrelink support while your loved one is in care.
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