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Heathpool, SA 5068
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Financial in Heathpool, South Australia 5068

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ACA 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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Alteris Financial Group

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.
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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GANT Financial

Kent Town, SA 5071
Provided by GANT Financial
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Advisors & Professional Services

Wakefield Partners - Financial & Investment Planning

Dulwich, SA 5065
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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Ginn & Associates

Hazelwood Park, SA 5066
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Baraiolo Wealth Management

Norwood, SA 5067
Unverified
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Australian Investment & Insurance Group

Adelaide, SA 5000
Unverified
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Bernie Lewis Home Loans

Eastwood, SA 5063
Unverified
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SA State Financial Services

Croydon, SA 5008
Unverified
Advisors & Professional Services

Tend Financial Planning

Norwood, SA 5067
Aged Care Financial Services We will help you successfully navigate the Aged Care system. We understand the ‘ins and outs’, the complexities and complications.  Aged Care Services:Demystify the complex nature of the Aged Care fee structureEducate on how entering care will affect your financial positionCommunicate options to consider when entering into aged careRecommend a plan best suited to your individual needs. Let us ‘Tend’ to your Aged Care PlanningTend Financial Planning Pty. Ltd. ASIC No 352833 is an Authorised Representative of Paragem Pty Ltd AFSL 297276 ABN 108571875
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Finlay Financial Strategies

Kent Town, SA 5071
Unverified
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Proxima Financial Planning

Rose Park, SA 5067
Unverified
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Financial Management SA

Fullarton, SA 5063
Unverified
Advisors & Professional Services

Frances Magill Financial Strategists

Adelaide, SA 5000
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